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 | $59,373 | $82,664-28.2% | $125,339-52.6% | $68,494-13.3% |
| Participation rate | 69.4% | 75.0%-5.6pp | 82.4%-12.9pp | 67.9%+1.6pp |
| Annual return | -13.53% | -5.97%-7.6pp | 572.05%-585.6pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,385 | $3,381-59.0% | $4,814-71.2% | $2,596-46.6% |
| Participant deferral / active EE | $4,466 | $6,110-26.9% | $7,446-40.0% | $4,027+10.9% |
| Admin fee / account holder | $7,148 | $6,275+13.9% | $10,010-28.6% | $5,403+32.3% |