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 | $74,154 | $54,350+36.4% | $82,719-10.4% | $68,494+8.3% |
| Participation rate | 60.7% | 63.9%-3.2pp | 72.6%-11.8pp | 67.9%-7.2pp |
| Annual return | -19.45% | -13.67%-5.8pp | 701.18%-720.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,009 | $2,218-9.4% | $3,009-33.2% | $2,596-22.6% |
| Participant deferral / active EE | $3,017 | $3,246-7.1% | $4,395-31.4% | $4,027-25.1% |
| Admin fee / account holder | $9,973 | $4,395+126.9% | $5,329+87.1% | $5,403+84.6% |