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 | $71,238 | $54,350+31.1% | $82,719-13.9% | $68,494+4.0% |
| Participation rate | 53.7% | 63.9%-10.3pp | 72.6%-18.9pp | 67.9%-14.2pp |
| Annual return | -16.25% | -13.67%-2.6pp | 701.18%-717.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $625 | $2,218-71.8% | $3,009-79.2% | $2,596-75.9% |
| Participant deferral / active EE | $3,463 | $3,246+6.7% | $4,395-21.2% | $4,027-14.0% |
| Admin fee / account holder | $4,528 | $4,395+3.0% | $5,329-15.0% | $5,403-16.2% |