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 | $64,655 | $56,357+14.7% | $104,294-38.0% | $68,494-5.6% |
| Participation rate | 59.1% | 63.3%-4.2pp | 73.3%-14.2pp | 67.9%-8.8pp |
| Annual return | -14.27% | -9.19%-5.1pp | 24.61%-38.9pp | -7.84%-6.4pp |
| Employer contribution / active EE | $607 | $1,960-69.0% | $3,372-82.0% | $2,596-76.6% |
| Participant deferral / active EE | $2,574 | $3,077-16.3% | $4,625-44.3% | $4,027-36.1% |
| Admin fee / account holder | $10,108 | $4,903+106.2% | $7,339+37.7% | $5,403+87.1% |