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 | $78,297 | $54,350+44.1% | $82,719-5.3% | $68,494+14.3% |
| Participation rate | 48.5% | 63.9%-15.4pp | 72.6%-24.1pp | 67.9%-19.4pp |
| Annual return | -18.21% | -13.67%-4.5pp | 701.18%-719.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $331 | $2,218-85.1% | $3,009-89.0% | $2,596-87.2% |
| Participant deferral / active EE | $2,086 | $3,246-35.7% | $4,395-52.5% | $4,027-48.2% |
| Admin fee / account holder | $9,481 | $4,395+115.7% | $5,329+77.9% | $5,403+75.5% |