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 | $78,965 | $71,883+9.9% | $86,677-8.9% | $68,494+15.3% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.3pp | 67.9%+1.3pp |
| Annual return | -15.83% | 3.52%-19.4pp | 35.91%-51.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,015 | $2,173+84.8% | $2,836+41.5% | $2,596+54.6% |
| Participant deferral / active EE | $5,276 | $3,779+39.6% | $4,656+13.3% | $4,027+31.0% |
| Admin fee / account holder | $3,355 | $6,112-45.1% | $7,493-55.2% | $5,403-37.9% |