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 | $112,789 | $86,655+30.2% | $119,609-5.7% | $66,914+68.6% |
| Participation rate | 49.1% | 75.6%-26.4pp | 79.3%-30.1pp | 69.8%-20.7pp |
| Annual return | -17.81% | -8.00%-9.8pp | -14.97%-2.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,344 | $2,536-47.0% | $4,232-68.2% | $2,544-47.2% |
| Participant deferral / active EE | $5,926 | $4,358+36.0% | $5,602+5.8% | $4,237+39.9% |
| Admin fee / account holder | $22,202 | $755+2841.8% | $10,323+115.1% | $593+3642.5% |