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 | $65,080 | $82,664-21.3% | $125,339-48.1% | $68,494-5.0% |
| Participation rate | 58.6% | 75.0%-16.4pp | 82.4%-23.7pp | 67.9%-9.3pp |
| Annual return | -18.27% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,943 | $3,381-42.5% | $4,814-59.6% | $2,596-25.2% |
| Participant deferral / active EE | $7,130 | $6,110+16.7% | $7,446-4.2% | $4,027+77.1% |
| Admin fee / account holder | $16,340 | $6,275+160.4% | $10,010+63.2% | $5,403+202.4% |