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 | $86,696 | $46,674+85.7% | $117,472-26.2% | $68,494+26.6% |
| Participation rate | 51.2% | 56.8%-5.6pp | 70.6%-19.4pp | 67.9%-16.7pp |
| Annual return | -14.58% | -14.52%-0.1pp | 29.74%-44.3pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,641 | $1,505+9.0% | $4,176-60.7% | $2,596-36.8% |
| Participant deferral / active EE | $4,745 | $2,636+80.0% | $4,070+16.6% | $4,027+17.8% |
| Admin fee / account holder | $8,170 | $4,020+103.3% | $5,645+44.7% | $5,403+51.2% |