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 | $84,615 | $48,274+75.3% | $63,517+33.2% | $59,632+41.9% |
| Participation rate | 54.8% | 66.3%-11.5pp | 71.0%-16.2pp | 68.7%-13.8pp |
| Annual return | 1.95% | -240.79%+242.7pp | -70.30%+72.2pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $856 | $1,586-46.1% | $2,322-63.2% | $2,203-61.2% |
| Participant deferral / active EE | $1,991 | $2,343-15.0% | $2,953-32.6% | $3,192-37.6% |
| Admin fee / account holder | $5,941 | $3,600+65.0% | $5,892+0.8% | $4,297+38.2% |