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 | $100,600 | $76,000+32.4% | $154,107-34.7% | $64,186+56.7% |
| Participation rate | 54.2% | 70.4%-16.2pp | 83.0%-28.9pp | 69.6%-15.4pp |
| Annual return | -4.53% | 30.32%-34.9pp | 735.12%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,125 | $3,351-36.6% | $5,298-59.9% | $2,381-10.7% |
| Participant deferral / active EE | $5,635 | $3,175+77.5% | $5,081+10.9% | $3,470+62.4% |
| Admin fee / account holder | $2,570 | $5,596-54.1% | $13,411-80.8% | $4,888-47.4% |