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 8-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 | $73,540 | $54,350+35.3% | $82,719-11.1% | $68,494+7.4% |
| Participation rate | 37.0% | 63.9%-26.9pp | 72.6%-35.5pp | 67.9%-30.9pp |
| Annual return | -5.39% | -13.67%+8.3pp | 701.18%-706.6pp | -7.84%+2.5pp |
| Employer contribution / active EE | $937 | $2,218-57.8% | $3,009-68.9% | $2,596-63.9% |
| Participant deferral / active EE | $1,963 | $3,246-39.5% | $4,395-55.3% | $4,027-51.3% |
| Admin fee / account holder | $6,509 | $4,395+48.1% | $5,329+22.1% | $5,403+20.5% |