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 | $80,617 | $69,010+16.8% | $159,960-49.6% | $68,494+17.7% |
| Participation rate | 63.1% | 65.4%-2.3pp | 78.0%-14.9pp | 67.9%-4.8pp |
| Annual return | -11.78% | -9.65%-2.1pp | 408.60%-420.4pp | -7.84%-3.9pp |
| Employer contribution / active EE | $659 | $2,213-70.2% | $4,226-84.4% | $2,596-74.6% |
| Participant deferral / active EE | $3,251 | $4,212-22.8% | $6,182-47.4% | $4,027-19.3% |
| Admin fee / account holder | $2,464 | $4,798-48.6% | $8,698-71.7% | $5,403-54.4% |