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 | $64,851 | $167,307-61.2% | $143,757-54.9% | $134,475-51.8% |
| Participation rate | 52.2% | 84.8%-32.6pp | 80.3%-28.1pp | 81.2%-29.0pp |
| Annual return | -12.39% | 0.46%-12.8pp | -0.04%-12.3pp | 417.96%-430.4pp |
| Employer contribution / active EE | $11,709 | $5,619+108.4% | $4,951+136.5% | $4,740+147.0% |
| Participant deferral / active EE | $6,801 | $6,446+5.5% | $5,637+20.7% | $6,400+6.3% |
| Admin fee / account holder | $1,456 | $18,088-92.0% | $14,673-90.1% | $11,426-87.3% |