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 | $69,175 | $82,664-16.3% | $125,339-44.8% | $68,494+1.0% |
| Participation rate | 43.2% | 75.0%-31.8pp | 82.4%-39.1pp | 67.9%-24.6pp |
| Annual return | -17.50% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,470 | $3,381-56.5% | $4,814-69.5% | $2,596-43.4% |
| Participant deferral / active EE | $3,765 | $6,110-38.4% | $7,446-49.4% | $4,027-6.5% |
| Admin fee / account holder | $9,754 | $6,275+55.4% | $10,010-2.6% | $5,403+80.5% |