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 | $102,263 | $54,229+88.6% | $70,092+45.9% | $68,494+49.3% |
| Participation rate | 51.9% | 64.5%-12.6pp | 70.5%-18.6pp | 67.9%-16.0pp |
| Annual return | -6.20% | -13.87%+7.7pp | 190.73%-196.9pp | -7.84%+1.6pp |
| Employer contribution / active EE | $1,498 | $2,018-25.8% | $2,559-41.4% | $2,596-42.3% |
| Participant deferral / active EE | $2,966 | $2,956+0.3% | $3,849-22.9% | $4,027-26.4% |
| Admin fee / account holder | $2,904 | $4,694-38.1% | $6,267-53.7% | $5,403-46.2% |