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 | $81,956 | $27,641+196.5% | $61,373+33.5% | $68,494+19.7% |
| Participation rate | 33.3% | 39.5%-6.2pp | 52.6%-19.2pp | 67.9%-34.6pp |
| Annual return | -15.03% | -13.24%-1.8pp | 338.61%-353.6pp | -7.84%-7.2pp |
| Employer contribution / active EE | $418 | $695-39.8% | $1,159-63.9% | $2,596-83.9% |
| Participant deferral / active EE | $1,720 | $1,263+36.2% | $2,125-19.0% | $4,027-57.3% |
| Admin fee / account holder | $5,412 | $2,010+169.3% | $2,130+154.1% | $5,403+0.2% |