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 | $88,747 | $54,350+63.3% | $82,719+7.3% | $68,494+29.6% |
| Participation rate | 57.5% | 63.9%-6.4pp | 72.6%-15.1pp | 67.9%-10.4pp |
| Annual return | -13.62% | -13.67%0pp | 701.18%-714.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,683 | $2,218+20.9% | $3,009-10.8% | $2,596+3.3% |
| Participant deferral / active EE | $4,151 | $3,246+27.9% | $4,395-5.5% | $4,027+3.1% |
| Admin fee / account holder | $28,362 | $4,395+545.3% | $5,329+432.2% | $5,403+424.9% |