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 | $105,240 | $27,641+280.7% | $61,373+71.5% | $68,494+53.6% |
| Participation rate | 56.3% | 39.5%+16.8pp | 52.6%+3.7pp | 67.9%-11.6pp |
| Annual return | -16.63% | -13.24%-3.4pp | 338.61%-355.2pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,200 | $695+72.6% | $1,159+3.5% | $2,596-53.8% |
| Participant deferral / active EE | $2,084 | $1,263+65.0% | $2,125-1.9% | $4,027-48.2% |
| Admin fee / account holder | $4,746 | $2,010+136.1% | $2,130+122.8% | $5,403-12.2% |