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 | $90,510 | $82,664+9.5% | $125,339-27.8% | $68,494+32.1% |
| Participation rate | 55.3% | 75.0%-19.8pp | 82.4%-27.1pp | 67.9%-12.6pp |
| Annual return | -16.08% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,128 | $3,381-7.5% | $4,814-35.0% | $2,596+20.5% |
| Participant deferral / active EE | $6,649 | $6,110+8.8% | $7,446-10.7% | $4,027+65.1% |
| Admin fee / account holder | $12,606 | $6,275+100.9% | $10,010+25.9% | $5,403+133.3% |