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 | $74,600 | $82,664-9.8% | $125,339-40.5% | $68,494+8.9% |
| Participation rate | 27.6% | 75.0%-47.5pp | 82.4%-54.8pp | 67.9%-40.3pp |
| Annual return | -17.43% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,064 | $6,110+15.6% | $7,446-5.1% | $4,027+75.4% |
| Admin fee / account holder | $9,774 | $6,275+55.8% | $10,010-2.3% | $5,403+80.9% |