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 | $86,506 | $52,519+64.7% | $155,790-44.5% | $59,632+45.1% |
| Participation rate | 59.5% | 61.7%-2.2pp | 76.1%-16.6pp | 68.7%-9.2pp |
| Annual return | -1.94% | 53.51%-55.5pp | 71.54%-73.5pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $292 | $1,589-81.6% | $3,836-92.4% | $2,203-86.7% |
| Participant deferral / active EE | $4,326 | $3,084+40.3% | $4,797-9.8% | $3,192+35.5% |
| Admin fee / account holder | $1,304 | $3,540-63.2% | $7,478-82.6% | $4,297-69.7% |