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 | $119,454 | $57,354+108.3% | $83,848+42.5% | $64,186+86.1% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | -5.26% | 11.38%-16.6pp | 850.88%-856.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,366 | $2,545-46.3% | $3,631-62.4% | $2,381-42.6% |
| Participant deferral / active EE | $2,731 | $2,993-8.7% | $4,082-33.1% | $3,470-21.3% |
| Admin fee / account holder | $12,274 | $4,046+203.4% | $5,478+124.1% | $4,888+151.1% |