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 3-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 | $85,076 | $46,674+82.3% | $117,472-27.6% | $68,494+24.2% |
| Participation rate | 65.6% | 56.8%+8.8pp | 70.6%-5.0pp | 67.9%-2.3pp |
| Annual return | -18.23% | -14.52%-3.7pp | 29.74%-48.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,458 | $1,505+129.9% | $4,176-17.2% | $2,596+33.2% |
| Participant deferral / active EE | $7,008 | $2,636+165.8% | $4,070+72.2% | $4,027+74.0% |
| Admin fee / account holder | $7,590 | $4,020+88.8% | $5,645+34.5% | $5,403+40.5% |