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 | $102,531 | $54,229+89.1% | $70,092+46.3% | $68,494+49.7% |
| Participation rate | 15.4% | 64.5%-49.1pp | 70.5%-55.1pp | 67.9%-52.5pp |
| Annual return | -16.83% | -13.87%-3.0pp | 190.73%-207.6pp | -7.84%-9.0pp |
| Employer contribution / active EE | $837 | $2,018-58.5% | $2,559-67.3% | $2,596-67.8% |
| Participant deferral / active EE | $2,481 | $2,956-16.1% | $3,849-35.5% | $4,027-38.4% |
| Admin fee / account holder | $3,797 | $4,694-19.1% | $6,267-39.4% | $5,403-29.7% |