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 | $101,590 | $82,286+23.5% | $68,791+47.7% | $134,475-24.5% |
| Participation rate | 21.1% | 75.1%-54.0pp | 69.0%-48.0pp | 81.2%-60.2pp |
| Annual return | -13.32% | -2.19%-11.1pp | -6.38%-6.9pp | 417.96%-431.3pp |
| Employer contribution / active EE | $657 | $3,301-80.1% | $2,655-75.2% | $4,740-86.1% |
| Participant deferral / active EE | $1,032 | $4,739-78.2% | $3,941-73.8% | $6,400-83.9% |
| Admin fee / account holder | $26,581 | $6,481+310.2% | $4,932+439.0% | $11,426+132.6% |