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 | $93,212 | $82,664+12.8% | $125,339-25.6% | $68,494+36.1% |
| Participation rate | 53.5% | 75.0%-21.6pp | 82.4%-28.9pp | 67.9%-14.4pp |
| Annual return | -17.74% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,275 | $3,381-62.3% | $4,814-73.5% | $2,596-50.9% |
| Participant deferral / active EE | $5,257 | $6,110-14.0% | $7,446-29.4% | $4,027+30.5% |
| Admin fee / account holder | $8,698 | $6,275+38.6% | $10,010-13.1% | $5,403+61.0% |