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 | $45,484 | $84,402-46.1% | $61,373-25.9% | $134,475-66.2% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -17.13% | 584.55%-601.7pp | 338.61%-355.7pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,879 | $1,544+151.1% | $1,159+234.6% | $4,740-18.2% |
| Participant deferral / active EE | $6,458 | $2,819+129.1% | $2,125+203.9% | $6,400+0.9% |
| Admin fee / account holder | $1,893 | $2,585-26.8% | $2,130-11.1% | $11,426-83.4% |