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 | $61,448 | $57,354+7.1% | $83,848-26.7% | $64,186-4.3% |
| Participation rate | 57.8% | 68.6%-10.8pp | 76.1%-18.3pp | 69.6%-11.7pp |
| Annual return | -7.30% | 11.38%-18.7pp | 850.88%-858.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $592 | $2,545-76.8% | $3,631-83.7% | $2,381-75.2% |
| Participant deferral / active EE | $3,010 | $2,993+0.6% | $4,082-26.2% | $3,470-13.2% |
| Admin fee / account holder | $1,034 | $4,046-74.4% | $5,478-81.1% | $4,888-78.8% |