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 | $118,634 | $82,664+43.5% | $125,339-5.3% | $68,494+73.2% |
| Participation rate | 60.0% | 75.0%-15.0pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -15.92% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,128 | $3,381-37.1% | $4,814-55.8% | $2,596-18.0% |
| Participant deferral / active EE | $5,427 | $6,110-11.2% | $7,446-27.1% | $4,027+34.7% |
| Admin fee / account holder | $2,167 | $6,275-65.5% | $10,010-78.3% | $5,403-59.9% |