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 | $89,648 | $105,860-15.3% | $90,749-1.2% | $134,475-33.3% |
| Participation rate | 65.2% | 78.2%-13.0pp | 75.7%-10.5pp | 81.2%-16.0pp |
| Annual return | -19.86% | -11.01%-8.9pp | -12.16%-7.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,304 | $3,462-33.5% | $2,921-21.1% | $4,740-51.4% |
| Participant deferral / active EE | $4,759 | $5,216-8.8% | $4,564+4.3% | $6,400-25.6% |
| Admin fee / account holder | $39,504 | $13,938+183.4% | $8,445+367.8% | $11,426+245.7% |