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 | $72,488 | $167,484-56.7% | $151,611-52.2% | $134,475-46.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -10.32% | 7.80%-18.1pp | 3.33%-13.6pp | 417.96%-428.3pp |
| Employer contribution / active EE | $12,658 | $6,829+85.4% | $6,166+105.3% | $4,740+167.1% |
| Participant deferral / active EE | $10,738 | $8,986+19.5% | $8,363+28.4% | $6,400+67.8% |
| Admin fee / account holder | $616,314 | $13,783+4371.6% | $11,616+5205.8% | $11,426+5294.0% |