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 | $66,636 | $43,723+52.4% | $121,196-45.0% | $64,186+3.8% |
| Participation rate | 65.8% | 58.3%+7.5pp | 71.7%-6.0pp | 69.6%-3.8pp |
| Annual return | -6.20% | 68.91%-75.1pp | 16.93%-23.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $5,093 | $1,296+292.9% | $4,022+26.6% | $2,381+113.9% |
| Participant deferral / active EE | $5,330 | $2,280+133.8% | $3,344+59.4% | $3,470+53.6% |
| Admin fee / account holder | $1,829 | $3,501-47.8% | $5,019-63.6% | $4,888-62.6% |