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 | $101,117 | $54,350+86.0% | $82,719+22.2% | $68,494+47.6% |
| Participation rate | 34.5% | 63.9%-29.4pp | 72.6%-38.1pp | 67.9%-33.4pp |
| Annual return | -8.09% | -13.67%+5.6pp | 701.18%-709.3pp | -7.84%-0.3pp |
| Employer contribution / active EE | $511 | $2,218-77.0% | $3,009-83.0% | $2,596-80.3% |
| Participant deferral / active EE | $1,210 | $3,246-62.7% | $4,395-72.5% | $4,027-70.0% |
| Admin fee / account holder | $581 | $4,395-86.8% | $5,329-89.1% | $5,403-89.3% |