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 | $82,481 | $82,664-0.2% | $125,339-34.2% | $68,494+20.4% |
| Participation rate | 49.3% | 75.0%-25.8pp | 82.4%-33.1pp | 67.9%-18.6pp |
| Annual return | -17.84% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,560 | $3,381-53.9% | $4,814-67.6% | $2,596-39.9% |
| Participant deferral / active EE | $4,233 | $6,110-30.7% | $7,446-43.1% | $4,027+5.1% |
| Admin fee / account holder | $2,405 | $6,275-61.7% | $10,010-76.0% | $5,403-55.5% |