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 | $74,904 | $43,723+71.3% | $121,196-38.2% | $64,186+16.7% |
| Participation rate | 60.0% | 58.3%+1.7pp | 71.7%-11.7pp | 69.6%-9.6pp |
| Annual return | -7.78% | 68.91%-76.7pp | 16.93%-24.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,174 | $2,280+127.0% | $3,344+54.7% | $3,470+49.1% |
| Admin fee / account holder | $7,286 | $3,501+108.1% | $5,019+45.2% | $4,888+49.1% |