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 | $84,384 | $77,813+8.4% | $123,544-31.7% | $64,186+31.5% |
| Participation rate | 42.2% | 74.7%-32.5pp | 82.3%-40.1pp | 69.6%-27.4pp |
| Annual return | -5.37% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $983 | $3,014-67.4% | $4,628-78.8% | $2,381-58.7% |
| Participant deferral / active EE | $2,633 | $5,240-49.7% | $6,426-59.0% | $3,470-24.1% |
| Admin fee / account holder | $13,009 | $5,519+135.7% | $9,284+40.1% | $4,888+166.1% |