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 | $74,152 | $44,103+68.1% | $75,826-2.2% | $64,186+15.5% |
| Participation rate | 66.7% | 62.7%+3.9pp | 68.2%-1.6pp | 69.6%-2.9pp |
| Annual return | -2.46% | -4.72%+2.3pp | 1914.15%-1916.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,631 | $1,446+12.8% | $1,913-14.8% | $2,381-31.5% |
| Participant deferral / active EE | $3,941 | $2,204+78.8% | $2,862+37.7% | $3,470+13.6% |
| Admin fee / account holder | $20,798 | $3,506+493.1% | $4,726+340.1% | $4,888+325.5% |