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 | $68,841 | $167,307-58.9% | $143,757-52.1% | $134,475-48.8% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -18.43% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,358 | $5,619-58.0% | $4,951-52.4% | $4,740-50.2% |
| Participant deferral / active EE | $5,688 | $6,446-11.8% | $5,637+0.9% | $6,400-11.1% |
| Admin fee / account holder | $3,119 | $18,088-82.8% | $14,673-78.7% | $11,426-72.7% |