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 | $80,407 | $82,664-2.7% | $125,339-35.8% | $68,494+17.4% |
| Participation rate | 48.4% | 75.0%-26.7pp | 82.4%-34.0pp | 67.9%-19.5pp |
| Annual return | -5.18% | -5.97%+0.8pp | 572.05%-577.2pp | -7.84%+2.7pp |
| Employer contribution / active EE | $2,886 | $3,381-14.6% | $4,814-40.0% | $2,596+11.2% |
| Participant deferral / active EE | $5,906 | $6,110-3.3% | $7,446-20.7% | $4,027+46.6% |
| Admin fee / account holder | $1,265 | $6,275-79.8% | $10,010-87.4% | $5,403-76.6% |