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 | $117,080 | $82,664+41.6% | $125,339-6.6% | $68,494+70.9% |
| Participation rate | 65.2% | 75.0%-9.8pp | 82.4%-17.2pp | 67.9%-2.7pp |
| Annual return | -17.48% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,886 | $3,381-44.2% | $4,814-60.8% | $2,596-27.3% |
| Participant deferral / active EE | $5,837 | $6,110-4.5% | $7,446-21.6% | $4,027+44.9% |
| Admin fee / account holder | $10,048 | $6,275+60.1% | $10,010+0.4% | $5,403+86.0% |