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 | $91,007 | $82,664+10.1% | $125,339-27.4% | $68,494+32.9% |
| Participation rate | 58.5% | 75.0%-16.5pp | 82.4%-23.8pp | 67.9%-9.4pp |
| Annual return | -17.21% | -5.97%-11.2pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,413 | $3,381-58.2% | $4,814-70.7% | $2,596-45.6% |
| Participant deferral / active EE | $7,622 | $6,110+24.7% | $7,446+2.4% | $4,027+89.3% |
| Admin fee / account holder | $7,434 | $6,275+18.5% | $10,010-25.7% | $5,403+37.6% |