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 | $65,580 | $76,000-13.7% | $154,107-57.4% | $64,186+2.2% |
| Participation rate | 69.4% | 70.4%-1.0pp | 83.0%-13.6pp | 69.6%-0.1pp |
| Annual return | -5.13% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,077 | $3,351-38.0% | $5,298-60.8% | $2,381-12.8% |
| Participant deferral / active EE | $4,232 | $3,175+33.3% | $5,081-16.7% | $3,470+22.0% |
| Admin fee / account holder | $10,209 | $5,596+82.4% | $13,411-23.9% | $4,888+108.9% |