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 | $77,103 | $82,664-6.7% | $125,339-38.5% | $68,494+12.6% |
| Participation rate | 39.0% | 75.0%-36.0pp | 82.4%-43.3pp | 67.9%-28.9pp |
| Annual return | -16.66% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,855 | $6,110-20.6% | $7,446-34.8% | $4,027+20.5% |
| Admin fee / account holder | $1,082 | $6,275-82.8% | $10,010-89.2% | $5,403-80.0% |