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 | $67,231 | $57,354+17.2% | $83,848-19.8% | $64,186+4.7% |
| Participation rate | 62.8% | 68.6%-5.8pp | 76.1%-13.4pp | 69.6%-6.8pp |
| Annual return | -5.90% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,781 | $2,545-30.0% | $3,631-50.9% | $2,381-25.2% |
| Participant deferral / active EE | $4,577 | $2,993+52.9% | $4,082+12.1% | $3,470+31.9% |
| Admin fee / account holder | $6,625 | $4,046+63.8% | $5,478+20.9% | $4,888+35.5% |