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 | $63,988 | $59,107+8.3% | $86,436-26.0% | $68,494-6.6% |
| Participation rate | 56.7% | 75.2%-18.6pp | 80.3%-23.7pp | 67.9%-11.2pp |
| Annual return | -16.63% | -0.23%-16.4pp | 4394.89%-4411.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,936 | $2,519-23.2% | $3,769-48.6% | $2,596-25.4% |
| Participant deferral / active EE | $4,401 | $5,901-25.4% | $6,952-36.7% | $4,027+9.3% |
| Admin fee / account holder | $15,165 | $5,637+169.0% | $6,731+125.3% | $5,403+180.7% |