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 | $76,809 | $49,177+56.2% | $79,464-3.3% | $64,186+19.7% |
| Participation rate | 41.3% | 65.0%-23.7pp | 73.3%-32.0pp | 69.6%-28.3pp |
| Annual return | -5.71% | -1.16%-4.5pp | 718.14%-723.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $254 | $2,076-87.7% | $2,800-90.9% | $2,381-89.3% |
| Participant deferral / active EE | $1,186 | $2,821-58.0% | $3,704-68.0% | $3,470-65.8% |
| Admin fee / account holder | $5,155 | $3,839+34.3% | $5,113+0.8% | $4,888+5.5% |