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 9-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 | $80,661 | $72,404+11.4% | $110,238-26.8% | $64,186+25.7% |
| Participation rate | 64.2% | 73.3%-9.1pp | 79.8%-15.6pp | 69.6%-5.4pp |
| Annual return | -2.97% | -6.29%+3.3pp | 314.74%-317.7pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,198 | $2,282-47.5% | $3,826-68.7% | $2,381-49.7% |
| Participant deferral / active EE | $3,454 | $3,469-0.4% | $4,672-26.1% | $3,470-0.5% |
| Admin fee / account holder | $10,118 | $5,664+78.6% | $8,547+18.4% | $4,888+107.0% |