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 | $72,975 | $45,566+60.2% | $64,105+13.8% | $59,632+22.4% |
| Participation rate | 67.2% | 60.2%+7.0pp | 68.2%-1.0pp | 68.7%-1.5pp |
| Annual return | -0.72% | 4.95%-5.7pp | 791.24%-792.0pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $769 | $934-17.7% | $1,820-57.7% | $2,203-65.1% |
| Participant deferral / active EE | $2,330 | $2,057+13.3% | $2,822-17.4% | $3,192-27.0% |
| Admin fee / account holder | $6,433 | $3,268+96.9% | $4,499+43.0% | $4,297+49.7% |