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 | $71,805 | $37,393+92.0% | $77,024-6.8% | $66,914+7.3% |
| Participation rate | 64.4% | 52.9%+11.5pp | 67.9%-3.5pp | 69.8%-5.4pp |
| Annual return | -16.83% | -3.29%-13.5pp | 42.32%-59.1pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,536 | $1,531+65.7% | $2,812-9.8% | $2,544-0.3% |
| Participant deferral / active EE | $5,427 | $2,617+107.4% | $4,426+22.6% | $4,237+28.1% |
| Admin fee / account holder | $5,673 | $567+901.0% | $5,425+4.6% | $593+856.3% |