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 | $81,500 | $49,177+65.7% | $79,464+2.6% | $64,186+27.0% |
| Participation rate | 49.4% | 65.0%-15.6pp | 73.3%-24.0pp | 69.6%-20.2pp |
| Annual return | -7.77% | -1.16%-6.6pp | 718.14%-725.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $857 | $2,076-58.7% | $2,800-69.4% | $2,381-64.0% |
| Participant deferral / active EE | $3,026 | $2,821+7.3% | $3,704-18.3% | $3,470-12.8% |
| Admin fee / account holder | $2,019 | $3,839-47.4% | $5,113-60.5% | $4,888-58.7% |