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 | $70,002 | $64,307+8.9% | $57,343+22.1% | $125,391-44.2% |
| Participation rate | 66.7% | 78.6%-12.0pp | 75.1%-8.4pp | 83.2%-16.5pp |
| Annual return | -1.70% | 25.12%-26.8pp | 24.39%-26.1pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,996 | $3,193-37.5% | $2,689-25.8% | $4,866-59.0% |
| Participant deferral / active EE | $5,964 | $3,848+55.0% | $3,162+88.6% | $5,352+11.5% |
| Admin fee / account holder | $19,717 | $5,242+276.1% | $3,356+487.6% | $9,540+106.7% |