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 | $60,826 | $57,354+6.1% | $83,848-27.5% | $64,186-5.2% |
| Participation rate | 52.0% | 68.6%-16.6pp | 76.1%-24.1pp | 69.6%-17.5pp |
| Annual return | -4.56% | 11.38%-15.9pp | 850.88%-855.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,132 | $2,545-16.2% | $3,631-41.3% | $2,381-10.5% |
| Participant deferral / active EE | $2,563 | $2,993-14.4% | $4,082-37.2% | $3,470-26.1% |
| Admin fee / account holder | $2,188 | $4,046-45.9% | $5,478-60.1% | $4,888-55.2% |