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 | $65,162 | $57,354+13.6% | $83,848-22.3% | $64,186+1.5% |
| Participation rate | 58.6% | 68.6%-10.0pp | 76.1%-17.5pp | 69.6%-10.9pp |
| Annual return | -7.96% | 11.38%-19.3pp | 850.88%-858.8pp | 7.63%-15.6pp |
| Employer contribution / active EE | $673 | $2,545-73.6% | $3,631-81.5% | $2,381-71.7% |
| Participant deferral / active EE | $1,941 | $2,993-35.1% | $4,082-52.4% | $3,470-44.1% |
| Admin fee / account holder | $326 | $4,046-91.9% | $5,478-94.1% | $4,888-93.3% |