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 | $78,354 | $69,010+13.5% | $159,960-51.0% | $68,494+14.4% |
| Participation rate | 56.0% | 65.4%-9.4pp | 78.0%-22.0pp | 67.9%-11.9pp |
| Annual return | -17.41% | -9.65%-7.8pp | 408.60%-426.0pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,669 | $2,213-24.6% | $4,226-60.5% | $2,596-35.7% |
| Participant deferral / active EE | $2,404 | $4,212-42.9% | $6,182-61.1% | $4,027-40.3% |
| Admin fee / account holder | $1,414 | $4,798-70.5% | $8,698-83.7% | $5,403-73.8% |