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 | $60,752 | $49,177+23.5% | $79,464-23.5% | $64,186-5.3% |
| Participation rate | 36.8% | 65.0%-28.3pp | 73.3%-36.6pp | 69.6%-32.8pp |
| Annual return | -2.43% | -1.16%-1.3pp | 718.14%-720.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,014 | $2,821-64.1% | $3,704-72.6% | $3,470-70.8% |
| Admin fee / account holder | $25,670 | $3,839+568.7% | $5,113+402.0% | $4,888+425.2% |