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 | $102,032 | $82,664+23.4% | $125,339-18.6% | $68,494+49.0% |
| Participation rate | 58.6% | 75.0%-16.4pp | 82.4%-23.7pp | 67.9%-9.3pp |
| Annual return | -15.72% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $835 | $3,381-75.3% | $4,814-82.6% | $2,596-67.8% |
| Participant deferral / active EE | $3,994 | $6,110-34.6% | $7,446-46.4% | $4,027-0.8% |
| Admin fee / account holder | $12,967 | $6,275+106.6% | $10,010+29.6% | $5,403+140.0% |