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 | $66,180 | $57,354+15.4% | $83,848-21.1% | $64,186+3.1% |
| Participation rate | 54.3% | 68.6%-14.3pp | 76.1%-21.9pp | 69.6%-15.3pp |
| Annual return | -7.04% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,225 | $2,545-51.9% | $3,631-66.3% | $2,381-48.5% |
| Participant deferral / active EE | $3,331 | $2,993+11.3% | $4,082-18.4% | $3,470-4.0% |
| Admin fee / account holder | $721 | $4,046-82.2% | $5,478-86.8% | $4,888-85.3% |