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 | $108,276 | $69,518+55.8% | $59,878+80.8% | $135,375-20.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -8.26% | 7.94%-16.2pp | 3.46%-11.7pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,053 | $3,235-36.5% | $2,722-24.6% | $4,779-57.0% |
| Participant deferral / active EE | $5,523 | $4,206+31.3% | $3,402+62.3% | $5,609-1.5% |
| Admin fee / account holder | $2,131 | $5,734-62.8% | $3,590-40.6% | $10,827-80.3% |