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 | $107,081 | $49,177+117.7% | $79,464+34.8% | $64,186+66.8% |
| Participation rate | 61.3% | 65.0%-3.7pp | 73.3%-12.1pp | 69.6%-8.3pp |
| Annual return | -5.90% | -1.16%-4.7pp | 718.14%-724.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,372 | $2,076-33.9% | $2,800-51.0% | $2,381-42.4% |
| Participant deferral / active EE | $4,386 | $2,821+55.4% | $3,704+18.4% | $3,470+26.4% |
| Admin fee / account holder | $2,858 | $3,839-25.6% | $5,113-44.1% | $4,888-41.5% |