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 | $79,709 | $54,350+46.7% | $82,719-3.6% | $68,494+16.4% |
| Participation rate | 59.1% | 63.9%-4.8pp | 72.6%-13.5pp | 67.9%-8.8pp |
| Annual return | -15.64% | -13.67%-2.0pp | 701.18%-716.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,092 | $2,218-5.7% | $3,009-30.5% | $2,596-19.4% |
| Participant deferral / active EE | $5,547 | $3,246+70.9% | $4,395+26.2% | $4,027+37.7% |
| Admin fee / account holder | $24,831 | $4,395+464.9% | $5,329+366.0% | $5,403+359.6% |