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 | $74,977 | $84,487-11.3% | $125,339-40.2% | $66,914+12.0% |
| Participation rate | 46.5% | 76.4%-29.9pp | 82.4%-35.8pp | 69.8%-23.3pp |
| Annual return | -17.42% | -8.39%-9.0pp | 572.05%-589.5pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,201 | $3,553-66.2% | $4,814-75.0% | $2,544-52.8% |
| Participant deferral / active EE | $4,155 | $6,781-38.7% | $7,446-44.2% | $4,237-1.9% |
| Admin fee / account holder | $1,311 | $685+91.3% | $10,010-86.9% | $593+120.9% |