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 | $104,755 | $59,107+77.2% | $86,436+21.2% | $68,494+52.9% |
| Participation rate | 67.2% | 75.2%-8.1pp | 80.3%-13.2pp | 67.9%-0.7pp |
| Annual return | -16.14% | -0.23%-15.9pp | 4394.89%-4411.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,851 | $2,519+13.2% | $3,769-24.4% | $2,596+9.8% |
| Participant deferral / active EE | $6,026 | $5,901+2.1% | $6,952-13.3% | $4,027+49.6% |
| Admin fee / account holder | $5,119 | $5,637-9.2% | $6,731-23.9% | $5,403-5.2% |