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 | $74,591 | $57,354+30.1% | $83,848-11.0% | $64,186+16.2% |
| Participation rate | 66.1% | 68.6%-2.5pp | 76.1%-10.0pp | 69.6%-3.4pp |
| Annual return | -8.54% | 11.38%-19.9pp | 850.88%-859.4pp | 7.63%-16.2pp |
| Employer contribution / active EE | $2,188 | $2,545-14.1% | $3,631-39.7% | $2,381-8.1% |
| Participant deferral / active EE | $4,487 | $2,993+49.9% | $4,082+9.9% | $3,470+29.3% |
| Admin fee / account holder | $3,347 | $4,046-17.3% | $5,478-38.9% | $4,888-31.5% |