See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,409 | $49,451+40.4% | $79,550-12.7% | $66,914+3.7% |
| Participation rate | 41.4% | 61.3%-20.0pp | 69.5%-28.1pp | 69.8%-28.4pp |
| Annual return | -14.87% | 84.25%-99.1pp | 0.16%-15.0pp | 1.58%-16.5pp |
| Employer contribution / active EE | $633 | $1,266-50.0% | $2,413-73.8% | $2,544-75.1% |
| Participant deferral / active EE | $2,024 | $3,159-35.9% | $3,985-49.2% | $4,237-52.2% |
| Admin fee / account holder | $6,545 | $595+1000.8% | $6,832-4.2% | $593+1003.2% |