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 | $83,235 | $49,177+69.3% | $79,464+4.7% | $64,186+29.7% |
| Participation rate | 69.3% | 65.0%+4.3pp | 73.3%-4.0pp | 69.6%-0.2pp |
| Annual return | -5.94% | -1.16%-4.8pp | 718.14%-724.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $654 | $2,076-68.5% | $2,800-76.6% | $2,381-72.5% |
| Participant deferral / active EE | $3,735 | $2,821+32.4% | $3,704+0.8% | $3,470+7.6% |
| Admin fee / account holder | $5,093 | $3,839+32.7% | $5,113-0.4% | $4,888+4.2% |