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 5-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 | $97,670 | $54,350+79.7% | $82,719+18.1% | $68,494+42.6% |
| Participation rate | 48.8% | 63.9%-15.1pp | 72.6%-23.8pp | 67.9%-19.1pp |
| Annual return | -17.64% | -13.67%-4.0pp | 701.18%-718.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $556 | $2,218-74.9% | $3,009-81.5% | $2,596-78.6% |
| Participant deferral / active EE | $5,447 | $3,246+67.8% | $4,395+23.9% | $4,027+35.3% |
| Admin fee / account holder | $2,761 | $4,395-37.2% | $5,329-48.2% | $5,403-48.9% |