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 | $103,841 | $69,010+50.5% | $159,960-35.1% | $68,494+51.6% |
| Participation rate | 51.9% | 65.4%-13.6pp | 78.0%-26.1pp | 67.9%-16.0pp |
| Annual return | -18.43% | -9.65%-8.8pp | 408.60%-427.0pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,682 | $2,213+21.2% | $4,226-36.5% | $2,596+3.3% |
| Participant deferral / active EE | $5,972 | $4,212+41.8% | $6,182-3.4% | $4,027+48.3% |
| Admin fee / account holder | $591 | $4,798-87.7% | $8,698-93.2% | $5,403-89.1% |