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 | $64,676 | $43,723+47.9% | $121,196-46.6% | $64,186+0.8% |
| Participation rate | 58.6% | 58.3%+0.3pp | 71.7%-13.1pp | 69.6%-10.9pp |
| Annual return | -7.28% | 68.91%-76.2pp | 16.93%-24.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,512 | $1,296+16.7% | $4,022-62.4% | $2,381-36.5% |
| Participant deferral / active EE | $3,212 | $2,280+40.9% | $3,344-4.0% | $3,470-7.4% |
| Admin fee / account holder | $11,827 | $3,501+237.8% | $5,019+135.6% | $4,888+141.9% |