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 | $86,621 | $72,404+19.6% | $110,238-21.4% | $64,186+35.0% |
| Participation rate | 60.3% | 73.3%-13.1pp | 79.8%-19.5pp | 69.6%-9.3pp |
| Annual return | -4.34% | -6.29%+1.9pp | 314.74%-319.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,512 | $2,282-33.7% | $3,826-60.5% | $2,381-36.5% |
| Participant deferral / active EE | $2,992 | $3,469-13.8% | $4,672-36.0% | $3,470-13.8% |
| Admin fee / account holder | $12,517 | $5,664+121.0% | $8,547+46.4% | $4,888+156.1% |