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 | $65,914 | $43,723+50.8% | $121,196-45.6% | $64,186+2.7% |
| Participation rate | 53.1% | 58.3%-5.2pp | 71.7%-18.6pp | 69.6%-16.4pp |
| Annual return | -5.67% | 68.91%-74.6pp | 16.93%-22.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,195 | $1,296-7.8% | $4,022-70.3% | $2,381-49.8% |
| Participant deferral / active EE | $2,496 | $2,280+9.5% | $3,344-25.4% | $3,470-28.1% |
| Admin fee / account holder | $14,676 | $3,501+319.2% | $5,019+192.4% | $4,888+200.2% |