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 9-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 | $94,332 | $82,664+14.1% | $125,339-24.7% | $68,494+37.7% |
| Participation rate | 55.9% | 75.0%-19.2pp | 82.4%-26.5pp | 67.9%-12.0pp |
| Annual return | -17.83% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,011 | $3,381-40.5% | $4,814-58.2% | $2,596-22.6% |
| Participant deferral / active EE | $5,563 | $6,110-9.0% | $7,446-25.3% | $4,027+38.1% |
| Admin fee / account holder | $3,902 | $6,275-37.8% | $10,010-61.0% | $5,403-27.8% |