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 | $107,167 | $32,117+233.7% | $71,086+50.8% | $64,186+67.0% |
| Participation rate | 14.4% | 42.7%-28.3pp | 54.7%-40.2pp | 69.6%-55.1pp |
| Annual return | -9.88% | -5.57%-4.3pp | 650.59%-660.5pp | 7.63%-17.5pp |
| Employer contribution / active EE | $520 | $712-27.0% | $1,088-52.2% | $2,381-78.2% |
| Participant deferral / active EE | $894 | $1,263-29.2% | $1,874-52.3% | $3,470-74.2% |
| Admin fee / account holder | $1,937 | $2,759-29.8% | $3,082-37.2% | $4,888-60.4% |