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 | $111,528 | $49,177+126.8% | $79,464+40.3% | $64,186+73.8% |
| Participation rate | 61.3% | 65.0%-3.7pp | 73.3%-12.1pp | 69.6%-8.3pp |
| Annual return | -5.69% | -1.16%-4.5pp | 718.14%-723.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,983 | $2,076-4.5% | $2,800-29.2% | $2,381-16.7% |
| Participant deferral / active EE | $3,627 | $2,821+28.6% | $3,704-2.1% | $3,470+4.5% |
| Admin fee / account holder | $6,055 | $3,839+57.7% | $5,113+18.4% | $4,888+23.9% |