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 | $77,124 | $72,404+6.5% | $110,238-30.0% | $64,186+20.2% |
| Participation rate | 58.3% | 73.3%-15.0pp | 79.8%-21.5pp | 69.6%-11.2pp |
| Annual return | -6.02% | -6.29%+0.3pp | 314.74%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,547 | $2,282-32.2% | $3,826-59.6% | $2,381-35.0% |
| Participant deferral / active EE | $3,216 | $3,469-7.3% | $4,672-31.2% | $3,470-7.3% |
| Admin fee / account holder | $22,260 | $5,664+293.0% | $8,547+160.4% | $4,888+355.4% |