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 | $67,173 | $94,529-28.9% | $140,016-52.0% | $64,186+4.7% |
| Participation rate | 63.0% | 84.1%-21.1pp | 87.5%-24.5pp | 69.6%-6.6pp |
| Annual return | -2.07% | 7.77%-9.8pp | 651.12%-653.2pp | 7.63%-9.7pp |
| Employer contribution / active EE | $2,933 | $3,812-23.1% | $5,606-47.7% | $2,381+23.2% |
| Participant deferral / active EE | $5,059 | $5,250-3.6% | $6,927-27.0% | $3,470+45.8% |
| Admin fee / account holder | $4,547 | $6,741-32.6% | $10,705-57.5% | $4,888-7.0% |