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 | $67,724 | $76,000-10.9% | $154,107-56.1% | $64,186+5.5% |
| Participation rate | 48.9% | 70.4%-21.5pp | 83.0%-34.1pp | 69.6%-20.6pp |
| Annual return | -4.12% | 30.32%-34.4pp | 735.12%-739.2pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,660 | $3,351-20.6% | $5,298-49.8% | $2,381+11.7% |
| Participant deferral / active EE | $3,217 | $3,175+1.3% | $5,081-36.7% | $3,470-7.3% |
| Admin fee / account holder | $14,610 | $5,596+161.1% | $13,411+8.9% | $4,888+198.9% |