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 | $76,942 | $73,867+4.2% | $143,757-46.5% | $68,494+12.3% |
| Participation rate | 48.7% | 66.7%-17.9pp | 80.3%-31.6pp | 67.9%-19.2pp |
| Annual return | -18.86% | 1.01%-19.9pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,523 | $3,384-55.0% | $5,637-73.0% | $4,027-62.2% |
| Admin fee / account holder | $1,921 | $5,755-66.6% | $14,673-86.9% | $5,403-64.5% |