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 | $85,136 | $77,813+9.4% | $123,544-31.1% | $64,186+32.6% |
| Participation rate | 68.1% | 74.7%-6.6pp | 82.3%-14.2pp | 69.6%-1.5pp |
| Annual return | -6.53% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $979 | $3,014-67.5% | $4,628-78.8% | $2,381-58.9% |
| Participant deferral / active EE | $7,213 | $5,240+37.7% | $6,426+12.3% | $3,470+107.9% |
| Admin fee / account holder | $1,971 | $5,519-64.3% | $9,284-78.8% | $4,888-59.7% |