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 | $122,504 | $69,010+77.5% | $159,960-23.4% | $68,494+78.9% |
| Participation rate | 36.8% | 65.4%-28.6pp | 78.0%-41.1pp | 67.9%-31.0pp |
| Annual return | -12.67% | -9.65%-3.0pp | 408.60%-421.3pp | -7.84%-4.8pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,675 | $4,212-36.5% | $6,182-56.7% | $4,027-33.6% |
| Admin fee / account holder | $3,044 | $4,798-36.5% | $8,698-65.0% | $5,403-43.7% |