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 | $53,116 | $82,664-35.7% | $125,339-57.6% | $68,494-22.5% |
| Participation rate | 39.3% | 75.0%-35.8pp | 82.4%-43.1pp | 67.9%-28.6pp |
| Annual return | -15.98% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,676 | $3,381-50.4% | $4,814-65.2% | $2,596-35.5% |
| Participant deferral / active EE | $3,805 | $6,110-37.7% | $7,446-48.9% | $4,027-5.5% |
| Admin fee / account holder | $15,643 | $6,275+149.3% | $10,010+56.3% | $5,403+189.5% |