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 | $66,599 | $55,449+20.1% | $83,848-20.6% | $56,287+18.3% |
| Participation rate | 35.0% | 68.0%-33.1pp | 76.1%-41.2pp | 69.9%-34.9pp |
| Annual return | -4.57% | -1.38%-3.2pp | 850.88%-855.4pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,248 | $2,430-48.6% | $3,631-65.6% | $2,111-40.9% |
| Participant deferral / active EE | $2,636 | $2,935-10.2% | $4,082-35.4% | $3,350-21.3% |
| Admin fee / account holder | $1,915 | $656+191.9% | $5,478-65.0% | $521+267.5% |