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 | $76,514 | $76,000+0.7% | $154,107-50.4% | $64,186+19.2% |
| Participation rate | 61.5% | 70.4%-8.9pp | 83.0%-21.5pp | 69.6%-8.0pp |
| Annual return | -7.13% | 30.32%-37.4pp | 735.12%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,163 | $3,351-35.5% | $5,298-59.2% | $2,381-9.2% |
| Participant deferral / active EE | $5,158 | $3,175+62.4% | $5,081+1.5% | $3,470+48.7% |
| Admin fee / account holder | $2,777 | $5,596-50.4% | $13,411-79.3% | $4,888-43.2% |