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 | $90,487 | $82,664+9.5% | $125,339-27.8% | $68,494+32.1% |
| Participation rate | 58.3% | 75.0%-16.7pp | 82.4%-24.0pp | 67.9%-9.6pp |
| Annual return | -18.45% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,394 | $3,381-58.8% | $4,814-71.0% | $2,596-46.3% |
| Participant deferral / active EE | $4,942 | $6,110-19.1% | $7,446-33.6% | $4,027+22.7% |
| Admin fee / account holder | $2,506 | $6,275-60.1% | $10,010-75.0% | $5,403-53.6% |