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 | $66,782 | $43,723+52.7% | $121,196-44.9% | $64,186+4.0% |
| Participation rate | 44.8% | 58.3%-13.5pp | 71.7%-26.9pp | 69.6%-24.7pp |
| Annual return | -6.76% | 68.91%-75.7pp | 16.93%-23.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,087 | $1,296+61.0% | $4,022-48.1% | $2,381-12.4% |
| Participant deferral / active EE | $3,922 | $2,280+72.0% | $3,344+17.3% | $3,470+13.0% |
| Admin fee / account holder | $8,469 | $3,501+141.9% | $5,019+68.7% | $4,888+73.3% |