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 | $101,133 | $43,723+131.3% | $121,196-16.6% | $64,186+57.6% |
| Participation rate | 47.7% | 58.3%-10.6pp | 71.7%-24.0pp | 69.6%-21.8pp |
| Annual return | -2.31% | 68.91%-71.2pp | 16.93%-19.2pp | 7.63%-9.9pp |
| Employer contribution / active EE | $1,545 | $1,296+19.2% | $4,022-61.6% | $2,381-35.1% |
| Participant deferral / active EE | $3,225 | $2,280+41.5% | $3,344-3.6% | $3,470-7.1% |
| Admin fee / account holder | $6,134 | $3,501+75.2% | $5,019+22.2% | $4,888+25.5% |