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 | $97,077 | $52,903+83.5% | $73,307+32.4% | $59,632+62.8% |
| Participation rate | 63.6% | 68.2%-4.6pp | 74.9%-11.3pp | 68.7%-5.0pp |
| Annual return | -0.24% | 12.20%-12.4pp | 5.67%-5.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $383 | $1,909-79.9% | $3,237-88.2% | $2,203-82.6% |
| Participant deferral / active EE | $7,669 | $4,069+88.5% | $4,991+53.6% | $3,192+140.3% |
| Admin fee / account holder | $11,815 | $3,834+208.1% | $5,637+109.6% | $4,297+175.0% |