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 | $49,880 | $43,723+14.1% | $121,196-58.8% | $64,186-22.3% |
| Participation rate | 54.2% | 58.3%-4.2pp | 71.7%-17.6pp | 69.6%-15.4pp |
| Annual return | -5.62% | 68.91%-74.5pp | 16.93%-22.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,567 | $1,296+20.9% | $4,022-61.0% | $2,381-34.2% |
| Participant deferral / active EE | $3,037 | $2,280+33.2% | $3,344-9.2% | $3,470-12.5% |
| Admin fee / account holder | $10,608 | $3,501+203.0% | $5,019+111.4% | $4,888+117.0% |