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 | $38,948 | $43,723-10.9% | $121,196-67.9% | $64,186-39.3% |
| Participation rate | 61.9% | 58.3%+3.6pp | 71.7%-9.8pp | 69.6%-7.7pp |
| Annual return | -4.92% | 68.91%-73.8pp | 16.93%-21.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,333 | $1,296+2.8% | $4,022-66.9% | $2,381-44.0% |
| Participant deferral / active EE | $2,573 | $2,280+12.8% | $3,344-23.1% | $3,470-25.8% |
| Admin fee / account holder | $8,783 | $3,501+150.9% | $5,019+75.0% | $4,888+79.7% |