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 | $77,838 | $54,229+43.5% | $70,092+11.1% | $68,494+13.6% |
| Participation rate | 49.2% | 64.5%-15.3pp | 70.5%-21.3pp | 67.9%-18.7pp |
| Annual return | -17.86% | -13.87%-4.0pp | 190.73%-208.6pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,044 | $2,018-48.3% | $2,559-59.2% | $2,596-59.8% |
| Participant deferral / active EE | $2,601 | $2,956-12.0% | $3,849-32.4% | $4,027-35.4% |
| Admin fee / account holder | $18,958 | $4,694+303.9% | $6,267+202.5% | $5,403+250.9% |