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 | $90,824 | $72,404+25.4% | $110,238-17.6% | $64,186+41.5% |
| Participation rate | 66.3% | 73.3%-7.1pp | 79.8%-13.6pp | 69.6%-3.3pp |
| Annual return | -2.90% | -6.29%+3.4pp | 314.74%-317.6pp | 7.63%-10.5pp |
| Employer contribution / active EE | $738 | $2,282-67.7% | $3,826-80.7% | $2,381-69.0% |
| Participant deferral / active EE | $3,168 | $3,469-8.7% | $4,672-32.2% | $3,470-8.7% |
| Admin fee / account holder | $10,097 | $5,664+78.3% | $8,547+18.1% | $4,888+106.6% |