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 | $94,495 | $82,664+14.3% | $125,339-24.6% | $68,494+38.0% |
| Participation rate | 68.3% | 75.0%-6.7pp | 82.4%-14.1pp | 67.9%+0.4pp |
| Annual return | -18.13% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,284 | $3,381-32.4% | $4,814-52.5% | $2,596-12.0% |
| Participant deferral / active EE | $5,424 | $6,110-11.2% | $7,446-27.2% | $4,027+34.7% |
| Admin fee / account holder | $7,000 | $6,275+11.5% | $10,010-30.1% | $5,403+29.6% |