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 | $65,795 | $46,674+41.0% | $117,472-44.0% | $68,494-3.9% |
| Participation rate | 69.2% | 56.8%+12.5pp | 70.6%-1.4pp | 67.9%+1.3pp |
| Annual return | -16.57% | -14.52%-2.1pp | 29.74%-46.3pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,982 | $1,505+31.7% | $4,176-52.5% | $2,596-23.7% |
| Participant deferral / active EE | $4,009 | $2,636+52.1% | $4,070-1.5% | $4,027-0.4% |
| Admin fee / account holder | $2,455 | $4,020-38.9% | $5,645-56.5% | $5,403-54.6% |