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 | $92,554 | $57,354+61.4% | $83,848+10.4% | $64,186+44.2% |
| Participation rate | 59.1% | 68.6%-9.5pp | 76.1%-17.1pp | 69.6%-10.5pp |
| Annual return | -4.04% | 11.38%-15.4pp | 850.88%-854.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,481 | $2,545-2.5% | $3,631-31.7% | $2,381+4.2% |
| Participant deferral / active EE | $5,534 | $2,993+84.9% | $4,082+35.6% | $3,470+59.5% |
| Admin fee / account holder | $889 | $4,046-78.0% | $5,478-83.8% | $4,888-81.8% |