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 | $66,988 | $57,354+16.8% | $83,848-20.1% | $64,186+4.4% |
| Participation rate | 34.2% | 68.6%-34.4pp | 76.1%-41.9pp | 69.6%-35.4pp |
| Annual return | -3.89% | 11.38%-15.3pp | 850.88%-854.8pp | 7.63%-11.5pp |
| Employer contribution / active EE | $807 | $2,545-68.3% | $3,631-77.8% | $2,381-66.1% |
| Participant deferral / active EE | $2,124 | $2,993-29.0% | $4,082-48.0% | $3,470-38.8% |
| Admin fee / account holder | $4,004 | $4,046-1.0% | $5,478-26.9% | $4,888-18.1% |