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 | $35,721 | $82,664-56.8% | $125,339-71.5% | $68,494-47.8% |
| Participation rate | 56.8% | 75.0%-18.2pp | 82.4%-25.6pp | 67.9%-11.1pp |
| Annual return | -19.16% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,325 | $3,381-60.8% | $4,814-72.5% | $2,596-49.0% |
| Participant deferral / active EE | $8,529 | $6,110+39.6% | $7,446+14.5% | $4,027+111.8% |
| Admin fee / account holder | $15,806 | $6,275+151.9% | $10,010+57.9% | $5,403+192.5% |