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 | $72,496 | $44,103+64.4% | $75,826-4.4% | $64,186+12.9% |
| Participation rate | 55.3% | 62.7%-7.5pp | 68.2%-13.0pp | 69.6%-14.3pp |
| Annual return | -5.74% | -4.72%-1.0pp | 1914.15%-1919.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $405 | $1,446-72.0% | $1,913-78.8% | $2,381-83.0% |
| Participant deferral / active EE | $2,140 | $2,204-2.9% | $2,862-25.2% | $3,470-38.3% |
| Admin fee / account holder | $4,342 | $3,506+23.8% | $4,726-8.1% | $4,888-11.2% |