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 | $60,513 | $46,360+30.5% | $147,614-59.0% | $52,331+15.6% |
| Participation rate | 33.3% | 64.9%-31.6pp | 84.6%-51.3pp | 68.1%-34.8pp |
| Annual return | -1.27% | 1.62%-2.9pp | 61.98%-63.2pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,008 | $2,126-52.6% | $5,564-81.9% | $1,882-46.4% |
| Participant deferral / active EE | $1,795 | $2,258-20.5% | $4,895-63.3% | $3,022-40.6% |
| Admin fee / account holder | $1,792 | $766+134.0% | $11,611-84.6% | $592+202.9% |