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 9-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 | $74,733 | $82,286-9.2% | $68,791+8.6% | $134,475-44.4% |
| Participation rate | 45.5% | 75.1%-29.6pp | 69.0%-23.6pp | 81.2%-35.8pp |
| Annual return | -17.09% | -2.19%-14.9pp | -6.38%-10.7pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,198 | $3,301-33.4% | $2,655-17.2% | $4,740-53.6% |
| Participant deferral / active EE | $3,821 | $4,739-19.4% | $3,941-3.0% | $6,400-40.3% |
| Admin fee / account holder | $19,991 | $6,481+208.5% | $4,932+305.3% | $11,426+75.0% |