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 | $127,398 | $59,805+113.0% | $79,550+60.1% | $68,494+86.0% |
| Participation rate | 59.3% | 61.1%-1.8pp | 69.5%-10.2pp | 67.9%-8.6pp |
| Annual return | -3.71% | -12.30%+8.6pp | 0.16%-3.9pp | -7.84%+4.1pp |
| Employer contribution / active EE | $516 | $1,505-65.7% | $2,413-78.6% | $2,596-80.1% |
| Participant deferral / active EE | $4,029 | $3,024+33.2% | $3,985+1.1% | $4,0270% |
| Admin fee / account holder | $60,204 | $4,835+1145.2% | $6,832+781.2% | $5,403+1014.3% |