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 | $68,673 | $49,177+39.6% | $79,464-13.6% | $64,186+7.0% |
| Participation rate | 61.0% | 65.0%-4.0pp | 73.3%-12.3pp | 69.6%-8.6pp |
| Annual return | -5.23% | -1.16%-4.1pp | 718.14%-723.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,083 | $2,076-47.9% | $2,800-61.3% | $2,381-54.5% |
| Participant deferral / active EE | $3,020 | $2,821+7.0% | $3,704-18.5% | $3,470-13.0% |
| Admin fee / account holder | $16,009 | $3,839+317.0% | $5,113+213.1% | $4,888+227.5% |