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 | $79,177 | $49,177+61.0% | $79,464-0.4% | $64,186+23.4% |
| Participation rate | 20.3% | 65.0%-44.8pp | 73.3%-53.1pp | 69.6%-49.3pp |
| Annual return | -6.95% | -1.16%-5.8pp | 718.14%-725.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $848 | $2,076-59.1% | $2,800-69.7% | $2,381-64.4% |
| Participant deferral / active EE | $1,173 | $2,821-58.4% | $3,704-68.3% | $3,470-66.2% |
| Admin fee / account holder | $1,557 | $3,839-59.4% | $5,113-69.5% | $4,888-68.1% |