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 | $59,658 | $57,354+4.0% | $83,848-28.8% | $64,186-7.1% |
| Participation rate | 54.2% | 68.6%-14.4pp | 76.1%-22.0pp | 69.6%-15.4pp |
| Annual return | -8.09% | 11.38%-19.5pp | 850.88%-859.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,251 | $2,545-50.9% | $3,631-65.5% | $2,381-47.5% |
| Participant deferral / active EE | $3,635 | $2,993+21.5% | $4,082-10.9% | $3,470+4.8% |
| Admin fee / account holder | $3,428 | $4,046-15.3% | $5,478-37.4% | $4,888-29.9% |