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 | $61,418 | $53,162+15.5% | $91,220-32.7% | $68,494-10.3% |
| Participation rate | 67.1% | 63.2%+3.9pp | 73.2%-6.1pp | 67.9%-0.8pp |
| Annual return | -13.73% | -3.14%-10.6pp | 114.01%-127.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $939 | $1,709-45.1% | $2,850-67.0% | $2,596-63.8% |
| Participant deferral / active EE | $3,086 | $2,974+3.8% | $4,234-27.1% | $4,027-23.4% |
| Admin fee / account holder | $13,847 | $4,493+208.2% | $5,420+155.5% | $5,403+156.3% |