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 | $93,632 | $43,723+114.1% | $121,196-22.7% | $64,186+45.9% |
| Participation rate | 45.7% | 58.3%-12.6pp | 71.7%-26.0pp | 69.6%-23.9pp |
| Annual return | -5.32% | 68.91%-74.2pp | 16.93%-22.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,399 | $1,296+7.9% | $4,022-65.2% | $2,381-41.2% |
| Participant deferral / active EE | $3,429 | $2,280+50.4% | $3,344+2.5% | $3,470-1.2% |
| Admin fee / account holder | $2,816 | $3,501-19.6% | $5,019-43.9% | $4,888-42.4% |