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 | $70,817 | $82,664-14.3% | $125,339-43.5% | $68,494+3.4% |
| Participation rate | 67.2% | 75.0%-7.8pp | 82.4%-15.1pp | 67.9%-0.6pp |
| Annual return | -17.34% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,355 | $3,381-0.8% | $4,814-30.3% | $2,596+29.2% |
| Participant deferral / active EE | $6,985 | $6,110+14.3% | $7,446-6.2% | $4,027+73.4% |
| Admin fee / account holder | $1,243 | $6,275-80.2% | $10,010-87.6% | $5,403-77.0% |