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 | $67,187 | $75,828-11.4% | $147,614-54.5% | $59,632+12.7% |
| Participation rate | 65.0% | 71.6%-6.6pp | 84.6%-19.6pp | 68.7%-3.7pp |
| Annual return | -1.36% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $5,985 | $3,485+71.8% | $5,564+7.6% | $2,203+171.7% |
| Participant deferral / active EE | $3,042 | $3,130-2.8% | $4,895-37.9% | $3,192-4.7% |
| Admin fee / account holder | $20,005 | $5,985+234.2% | $11,611+72.3% | $4,297+365.6% |