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 | $74,153 | $102,553-27.7% | $151,611-51.1% | $66,914+10.8% |
| Participation rate | 53.2% | 85.5%-32.3pp | 87.5%-34.3pp | 69.8%-16.6pp |
| Annual return | -16.81% | -10.82%-6.0pp | 3.33%-20.1pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,578 | $4,180-38.3% | $6,166-58.2% | $2,544+1.3% |
| Participant deferral / active EE | $4,438 | $6,641-33.2% | $8,363-46.9% | $4,237+4.7% |
| Admin fee / account holder | $5,782 | $630+818.0% | $11,616-50.2% | $593+874.6% |