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 | $83,463 | $95,971-13.0% | $74,550+12.0% | $135,375-38.3% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -3.89% | 56.96%-60.9pp | 32.53%-36.4pp | 519.73%-523.6pp |
| Employer contribution / active EE | $677 | $2,716-75.1% | $1,961-65.5% | $4,779-85.8% |
| Participant deferral / active EE | $3,482 | $3,843-9.4% | $3,108+12.0% | $5,609-37.9% |
| Admin fee / account holder | $10,889 | $6,522+67.0% | $5,060+115.2% | $10,827+0.6% |