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 | $57,337 | $42,383+35.3% | $76,523-25.1% | $64,186-10.7% |
| Participation rate | 66.7% | 58.1%+8.5pp | 68.0%-1.3pp | 69.6%-2.9pp |
| Annual return | -7.71% | -16.54%+8.8pp | -0.27%-7.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $993 | $1,563-36.5% | $2,647-62.5% | $2,381-58.3% |
| Participant deferral / active EE | $6,151 | $2,566+139.7% | $3,835+60.4% | $3,470+77.3% |
| Admin fee / account holder | $414 | $3,198-87.1% | $4,848-91.5% | $4,888-91.5% |