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 | $79,738 | $72,404+10.1% | $110,238-27.7% | $64,186+24.2% |
| Participation rate | 69.7% | 73.3%-3.6pp | 79.8%-10.1pp | 69.6%+0.1pp |
| Annual return | -1.15% | -6.29%+5.1pp | 314.74%-315.9pp | 7.63%-8.8pp |
| Employer contribution / active EE | $1,986 | $2,282-12.9% | $3,826-48.1% | $2,381-16.6% |
| Participant deferral / active EE | $3,423 | $3,469-1.3% | $4,672-26.7% | $3,470-1.4% |
| Admin fee / account holder | $24,894 | $5,664+339.5% | $8,547+191.3% | $4,888+409.3% |