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 | $67,643 | $49,177+37.6% | $79,464-14.9% | $64,186+5.4% |
| Participation rate | 40.5% | 65.0%-24.5pp | 73.3%-32.8pp | 69.6%-29.1pp |
| Annual return | -5.47% | -1.16%-4.3pp | 718.14%-723.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $850 | $2,076-59.1% | $2,800-69.7% | $2,381-64.3% |
| Participant deferral / active EE | $1,344 | $2,821-52.4% | $3,704-63.7% | $3,470-61.3% |
| Admin fee / account holder | $608 | $3,839-84.2% | $5,113-88.1% | $4,888-87.6% |