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 | $95,492 | $72,404+31.9% | $110,238-13.4% | $64,186+48.8% |
| Participation rate | 64.1% | 73.3%-9.3pp | 79.8%-15.8pp | 69.6%-5.5pp |
| Annual return | -6.48% | -6.29%-0.2pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,637 | $2,282+15.6% | $3,826-31.1% | $2,381+10.8% |
| Participant deferral / active EE | $6,008 | $3,469+73.2% | $4,672+28.6% | $3,470+73.2% |
| Admin fee / account holder | $4,757 | $5,664-16.0% | $8,547-44.3% | $4,888-2.7% |