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 | $53,757 | $46,674+15.2% | $117,472-54.2% | $68,494-21.5% |
| Participation rate | 63.3% | 56.8%+6.6pp | 70.6%-7.3pp | 67.9%-4.6pp |
| Annual return | -18.84% | -14.52%-4.3pp | 29.74%-48.6pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,439 | $1,505-4.4% | $4,176-65.5% | $2,596-44.6% |
| Participant deferral / active EE | $3,101 | $2,636+17.6% | $4,070-23.8% | $4,027-23.0% |
| Admin fee / account holder | $8,922 | $4,020+122.0% | $5,645+58.1% | $5,403+65.1% |