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 9-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 | $73,863 | $54,350+35.9% | $82,719-10.7% | $68,494+7.8% |
| Participation rate | 34.6% | 63.9%-29.3pp | 72.6%-37.9pp | 67.9%-33.3pp |
| Annual return | -17.70% | -13.67%-4.0pp | 701.18%-718.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $978 | $2,218-55.9% | $3,009-67.5% | $2,596-62.3% |
| Participant deferral / active EE | $3,310 | $3,246+2.0% | $4,395-24.7% | $4,027-17.8% |
| Admin fee / account holder | $525 | $4,395-88.1% | $5,329-90.2% | $5,403-90.3% |