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 | $86,769 | $82,664+5.0% | $125,339-30.8% | $68,494+26.7% |
| Participation rate | 62.0% | 75.0%-13.0pp | 82.4%-20.3pp | 67.9%-5.9pp |
| Annual return | -16.17% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,703 | $3,381-20.0% | $4,814-43.8% | $2,596+4.1% |
| Participant deferral / active EE | $7,715 | $6,110+26.3% | $7,446+3.6% | $4,027+91.6% |
| Admin fee / account holder | $4,516 | $6,275-28.0% | $10,010-54.9% | $5,403-16.4% |