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 | $65,251 | $54,350+20.1% | $82,719-21.1% | $68,494-4.7% |
| Participation rate | 56.8% | 63.9%-7.1pp | 72.6%-15.7pp | 67.9%-11.1pp |
| Annual return | -16.49% | -13.67%-2.8pp | 701.18%-717.7pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,298 | $2,218-41.5% | $3,009-56.9% | $2,596-50.0% |
| Participant deferral / active EE | $3,003 | $3,246-7.5% | $4,395-31.7% | $4,027-25.4% |
| Admin fee / account holder | $1,723 | $4,395-60.8% | $5,329-67.7% | $5,403-68.1% |