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 | $88,358 | $76,000+16.3% | $154,107-42.7% | $64,186+37.7% |
| Participation rate | 44.8% | 70.4%-25.6pp | 83.0%-38.2pp | 69.6%-24.7pp |
| Annual return | -3.94% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,621 | $3,351-51.6% | $5,298-69.4% | $2,381-31.9% |
| Participant deferral / active EE | $3,758 | $3,175+18.3% | $5,081-26.0% | $3,470+8.3% |
| Admin fee / account holder | $50,686 | $5,596+805.7% | $13,411+277.9% | $4,888+936.9% |