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 | $120,049 | $95,193+26.1% | $76,523+56.9% | $135,375-11.3% |
| Participation rate | 15.4% | 74.4%-59.0pp | 68.0%-52.6pp | 82.6%-67.3pp |
| Annual return | -4.52% | 4.85%-9.4pp | -0.27%-4.3pp | 519.73%-524.3pp |
| Employer contribution / active EE | $407 | $3,302-87.7% | $2,647-84.6% | $4,779-91.5% |
| Participant deferral / active EE | $2,717 | $4,639-41.4% | $3,835-29.2% | $5,609-51.6% |
| Admin fee / account holder | $1,111 | $6,249-82.2% | $4,848-77.1% | $10,827-89.7% |