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 | $81,293 | $73,867+10.1% | $143,757-43.5% | $68,494+18.7% |
| Participation rate | 68.3% | 66.7%+1.7pp | 80.3%-12.0pp | 67.9%+0.4pp |
| Annual return | -16.27% | 1.01%-17.3pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,142 | $3,184-64.1% | $4,951-76.9% | $2,596-56.0% |
| Participant deferral / active EE | $5,754 | $3,384+70.0% | $5,637+2.1% | $4,027+42.9% |
| Admin fee / account holder | $15,180 | $5,755+163.8% | $14,673+3.5% | $5,403+181.0% |