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 | $110,945 | $82,664+34.2% | $125,339-11.5% | $68,494+62.0% |
| Participation rate | 65.9% | 75.0%-9.2pp | 82.4%-16.5pp | 67.9%-2.0pp |
| Annual return | -17.36% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,447 | $3,381-57.2% | $4,814-69.9% | $2,596-44.3% |
| Participant deferral / active EE | $5,912 | $6,110-3.3% | $7,446-20.6% | $4,027+46.8% |
| Admin fee / account holder | $5,083 | $6,275-19.0% | $10,010-49.2% | $5,403-5.9% |