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 | $115,012 | $82,664+39.1% | $125,339-8.2% | $68,494+67.9% |
| Participation rate | 63.9% | 75.0%-11.2pp | 82.4%-18.5pp | 67.9%-4.0pp |
| Annual return | -13.94% | -5.97%-8.0pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $833 | $3,381-75.4% | $4,814-82.7% | $2,596-67.9% |
| Participant deferral / active EE | $4,290 | $6,110-29.8% | $7,446-42.4% | $4,027+6.5% |
| Admin fee / account holder | $2,293 | $6,275-63.5% | $10,010-77.1% | $5,403-57.6% |