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 | $44,661 | $46,674-4.3% | $117,472-62.0% | $68,494-34.8% |
| Participation rate | 66.7% | 56.8%+9.9pp | 70.6%-3.9pp | 67.9%-1.2pp |
| Annual return | -18.31% | -14.52%-3.8pp | 29.74%-48.0pp | -7.84%-10.5pp |
| Employer contribution / active EE | $5,649 | $1,505+275.5% | $4,176+35.3% | $2,596+117.6% |
| Participant deferral / active EE | $7,100 | $2,636+169.3% | $4,070+74.4% | $4,027+76.3% |
| Admin fee / account holder | $962 | $4,020-76.1% | $5,645-83.0% | $5,403-82.2% |