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 | $69,290 | $54,350+27.5% | $82,719-16.2% | $68,494+1.2% |
| Participation rate | 66.0% | 63.9%+2.1pp | 72.6%-6.5pp | 67.9%-1.9pp |
| Annual return | -15.28% | -13.67%-1.6pp | 701.18%-716.5pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,653 | $2,218+19.6% | $3,009-11.8% | $2,596+2.2% |
| Participant deferral / active EE | $3,898 | $3,246+20.1% | $4,395-11.3% | $4,027-3.2% |
| Admin fee / account holder | $7,212 | $4,395+64.1% | $5,329+35.3% | $5,403+33.5% |