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 | $63,992 | $53,162+20.4% | $91,220-29.8% | $68,494-6.6% |
| Participation rate | 62.8% | 63.2%-0.4pp | 73.2%-10.4pp | 67.9%-5.1pp |
| Annual return | -17.92% | -3.14%-14.8pp | 114.01%-131.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,434 | $1,709-16.1% | $2,850-49.7% | $2,596-44.8% |
| Participant deferral / active EE | $2,522 | $2,974-15.2% | $4,234-40.4% | $4,027-37.4% |
| Admin fee / account holder | $536 | $4,493-88.1% | $5,420-90.1% | $5,403-90.1% |