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 | $60,955 | $82,664-26.3% | $125,339-51.4% | $68,494-11.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -16.35% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $7,713 | $3,381+128.1% | $4,814+60.2% | $2,596+197.1% |
| Participant deferral / active EE | $5,398 | $6,110-11.7% | $7,446-27.5% | $4,027+34.0% |
| Admin fee / account holder | $1,515 | $6,275-75.9% | $10,010-84.9% | $5,403-72.0% |