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 | $63,439 | $55,449+14.4% | $83,848-24.3% | $56,287+12.7% |
| Participation rate | 68.0% | 68.0%0pp | 76.1%-8.1pp | 69.9%-1.9pp |
| Annual return | -4.63% | -1.38%-3.2pp | 850.88%-855.5pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,177 | $2,430-51.6% | $3,631-67.6% | $2,111-44.2% |
| Participant deferral / active EE | $3,191 | $2,935+8.7% | $4,082-21.8% | $3,350-4.8% |
| Admin fee / account holder | $4,506 | $656+586.9% | $5,478-17.7% | $521+765.0% |