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 | $67,552 | $54,350+24.3% | $82,719-18.3% | $68,494-1.4% |
| Participation rate | 41.8% | 63.9%-22.1pp | 72.6%-30.7pp | 67.9%-26.1pp |
| Annual return | -15.64% | -13.67%-2.0pp | 701.18%-716.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,645 | $2,218-25.8% | $3,009-45.3% | $2,596-36.6% |
| Participant deferral / active EE | $3,234 | $3,246-0.4% | $4,395-26.4% | $4,027-19.7% |
| Admin fee / account holder | $11,180 | $4,395+154.4% | $5,329+109.8% | $5,403+106.9% |