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 | $66,904 | $57,354+16.7% | $83,848-20.2% | $64,186+4.2% |
| Participation rate | 67.5% | 68.6%-1.1pp | 76.1%-8.6pp | 69.6%-2.1pp |
| Annual return | -6.08% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $995 | $2,545-60.9% | $3,631-72.6% | $2,381-58.2% |
| Participant deferral / active EE | $2,075 | $2,993-30.7% | $4,082-49.2% | $3,470-40.2% |
| Admin fee / account holder | $5,097 | $4,046+26.0% | $5,478-7.0% | $4,888+4.3% |