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 | $74,365 | $69,010+7.8% | $159,960-53.5% | $68,494+8.6% |
| Participation rate | 65.4% | 65.4%0pp | 78.0%-12.6pp | 67.9%-2.5pp |
| Annual return | 21.01% | -9.65%+30.7pp | 408.60%-387.6pp | -7.84%+28.9pp |
| Employer contribution / active EE | $1,002 | $2,213-54.7% | $4,226-76.3% | $2,596-61.4% |
| Participant deferral / active EE | $1,844 | $4,212-56.2% | $6,182-70.2% | $4,027-54.2% |
| Admin fee / account holder | $522 | $4,798-89.1% | $8,698-94.0% | $5,403-90.3% |