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 | $82,405 | $57,354+43.7% | $83,848-1.7% | $64,186+28.4% |
| Participation rate | 57.7% | 68.6%-10.9pp | 76.1%-18.5pp | 69.6%-11.9pp |
| Annual return | -6.45% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,162 | $2,545-54.3% | $3,631-68.0% | $2,381-51.2% |
| Participant deferral / active EE | $3,742 | $2,993+25.0% | $4,082-8.3% | $3,470+7.9% |
| Admin fee / account holder | $9,797 | $4,046+142.2% | $5,478+78.8% | $4,888+100.4% |