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 | $77,007 | $57,354+34.3% | $83,848-8.2% | $64,186+20.0% |
| Participation rate | 37.3% | 68.6%-31.3pp | 76.1%-38.8pp | 69.6%-32.2pp |
| Annual return | -5.56% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,338 | $2,545-47.4% | $3,631-63.1% | $2,381-43.8% |
| Participant deferral / active EE | $3,314 | $2,993+10.7% | $4,082-18.8% | $3,470-4.5% |
| Admin fee / account holder | $5,146 | $4,046+27.2% | $5,478-6.1% | $4,888+5.3% |