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 | $84,606 | $95,971-11.8% | $74,550+13.5% | $135,375-37.5% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -8.13% | 56.96%-65.1pp | 32.53%-40.7pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,678 | $2,716-1.4% | $1,961+36.6% | $4,779-44.0% |
| Participant deferral / active EE | $3,986 | $3,843+3.7% | $3,108+28.2% | $5,609-28.9% |
| Admin fee / account holder | $3,429 | $6,522-47.4% | $5,060-32.2% | $10,827-68.3% |