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 | $83,926 | $71,883+16.8% | $86,677-3.2% | $68,494+22.5% |
| Participation rate | 62.7% | 72.2%-9.5pp | 76.6%-13.8pp | 67.9%-5.1pp |
| Annual return | -10.55% | 3.52%-14.1pp | 35.91%-46.5pp | -7.84%-2.7pp |
| Employer contribution / active EE | $1,004 | $2,173-53.8% | $2,836-64.6% | $2,596-61.3% |
| Participant deferral / active EE | $3,165 | $3,779-16.2% | $4,656-32.0% | $4,027-21.4% |
| Admin fee / account holder | $58,899 | $6,112+863.7% | $7,493+686.0% | $5,403+990.2% |