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 | $73,643 | $104,106-29.3% | $71,086+3.6% | $135,375-45.6% |
| Participation rate | 45.8% | 65.7%-19.8pp | 54.7%-8.8pp | 82.6%-36.8pp |
| Annual return | -3.53% | 1256.30%-1259.8pp | 650.59%-654.1pp | 519.73%-523.3pp |
| Employer contribution / active EE | $1,497 | $1,485+0.8% | $1,088+37.7% | $4,779-68.7% |
| Participant deferral / active EE | $3,190 | $2,527+26.3% | $1,874+70.2% | $5,609-43.1% |
| Admin fee / account holder | $6,202 | $4,142+49.7% | $3,082+101.2% | $10,827-42.7% |