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 | $104,866 | $117,690-10.9% | $71,735+46.2% | $134,475-22.0% |
| Participation rate | 33.3% | 68.8%-35.5pp | 62.3%-29.0pp | 81.2%-47.9pp |
| Annual return | -13.12% | 25.44%-38.6pp | 9.14%-22.3pp | 417.96%-431.1pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,524 | $3,759-6.2% | $2,658+32.6% | $6,400-44.9% |
| Admin fee / account holder | $2,000 | $6,379-68.6% | $3,974-49.7% | $11,426-82.5% |