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 | $79,648 | $100,754-20.9% | $86,677-8.1% | $134,475-40.8% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -19.25% | 29.04%-48.3pp | 35.91%-55.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,419 | $3,489-30.7% | $2,836-14.7% | $4,740-49.0% |
| Participant deferral / active EE | $4,839 | $5,338-9.4% | $4,656+3.9% | $6,400-24.4% |
| Admin fee / account holder | $16,874 | $10,926+54.4% | $7,493+125.2% | $11,426+47.7% |