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 | $76,831 | $27,641+178.0% | $61,373+25.2% | $68,494+12.2% |
| Participation rate | 45.5% | 39.5%+6.0pp | 52.6%-7.1pp | 67.9%-22.4pp |
| Annual return | -14.03% | -13.24%-0.8pp | 338.61%-352.6pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,088 | $695+56.4% | $1,159-6.2% | $2,596-58.1% |
| Participant deferral / active EE | $3,351 | $1,263+165.3% | $2,125+57.7% | $4,027-16.8% |
| Admin fee / account holder | $16,786 | $2,010+735.1% | $2,130+688.2% | $5,403+210.7% |