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 | $59,281 | $54,350+9.1% | $82,719-28.3% | $68,494-13.5% |
| Participation rate | 52.9% | 63.9%-11.0pp | 72.6%-19.6pp | 67.9%-14.9pp |
| Annual return | -7.93% | -13.67%+5.7pp | 701.18%-709.1pp | -7.84%-0.1pp |
| Employer contribution / active EE | $1,525 | $2,218-31.2% | $3,009-49.3% | $2,596-41.2% |
| Participant deferral / active EE | $3,000 | $3,246-7.6% | $4,395-31.7% | $4,027-25.5% |
| Admin fee / account holder | $10,609 | $4,395+141.4% | $5,329+99.1% | $5,403+96.4% |