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 | $136,395 | $59,107+130.8% | $86,436+57.8% | $68,494+99.1% |
| Participation rate | 52.0% | 75.2%-23.2pp | 80.3%-28.3pp | 67.9%-15.9pp |
| Annual return | -15.78% | -0.23%-15.5pp | 4394.89%-4410.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,612 | $5,901-21.8% | $6,952-33.7% | $4,027+14.5% |
| Admin fee / account holder | $5,654 | $5,637+0.3% | $6,731-16.0% | $5,403+4.7% |