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 | $82,531 | $77,813+6.1% | $123,544-33.2% | $64,186+28.6% |
| Participation rate | 63.6% | 74.7%-11.1pp | 82.3%-18.7pp | 69.6%-5.9pp |
| Annual return | -6.12% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,391 | $3,014-20.7% | $4,628-48.3% | $2,381+0.4% |
| Participant deferral / active EE | $6,908 | $5,240+31.8% | $6,426+7.5% | $3,470+99.1% |
| Admin fee / account holder | $6,603 | $5,519+19.6% | $9,284-28.9% | $4,888+35.1% |