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 | $88,863 | $82,664+7.5% | $125,339-29.1% | $68,494+29.7% |
| Participation rate | 69.2% | 75.0%-5.8pp | 82.4%-13.1pp | 67.9%+1.3pp |
| Annual return | -15.34% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $4,828 | $3,381+42.8% | $4,814+0.3% | $2,596+85.9% |
| Participant deferral / active EE | $10,677 | $6,110+74.7% | $7,446+43.4% | $4,027+165.1% |
| Admin fee / account holder | $50,886 | $6,275+710.9% | $10,010+408.4% | $5,403+841.9% |