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 | $71,774 | $73,867-2.8% | $143,757-50.1% | $68,494+4.8% |
| Participation rate | 67.9% | 66.7%+1.2pp | 80.3%-12.4pp | 67.9%0pp |
| Annual return | -14.99% | 1.01%-16.0pp | -0.04%-15.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,636 | $3,184-48.6% | $4,951-67.0% | $2,596-37.0% |
| Participant deferral / active EE | $3,070 | $3,384-9.3% | $5,637-45.5% | $4,027-23.8% |
| Admin fee / account holder | $1,328 | $5,755-76.9% | $14,673-91.0% | $5,403-75.4% |