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 9-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 | $60,577 | $82,664-26.7% | $125,339-51.7% | $68,494-11.6% |
| Participation rate | 52.3% | 75.0%-22.8pp | 82.4%-30.1pp | 67.9%-15.6pp |
| Annual return | 4.53% | -5.97%+10.5pp | 572.05%-567.5pp | -7.84%+12.4pp |
| Employer contribution / active EE | $7,113 | $3,381+110.4% | $4,814+47.8% | $2,596+174.0% |
| Participant deferral / active EE | $18,698 | $6,110+206.0% | $7,446+151.1% | $4,027+364.3% |
| Admin fee / account holder | $2,743 | $6,275-56.3% | $10,010-72.6% | $5,403-49.2% |