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 | $92,466 | $95,193-2.9% | $76,523+20.8% | $135,375-31.7% |
| Participation rate | 60.9% | 74.4%-13.5pp | 68.0%-7.1pp | 82.6%-21.8pp |
| Annual return | -8.26% | 4.85%-13.1pp | -0.27%-8.0pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,672 | $3,302-49.4% | $2,647-36.8% | $4,779-65.0% |
| Participant deferral / active EE | $4,551 | $4,639-1.9% | $3,835+18.6% | $5,609-18.9% |
| Admin fee / account holder | $899 | $6,249-85.6% | $4,848-81.5% | $10,827-91.7% |