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 | $83,161 | $76,000+9.4% | $154,107-46.0% | $64,186+29.6% |
| Participation rate | 58.9% | 70.4%-11.5pp | 83.0%-24.1pp | 69.6%-10.7pp |
| Annual return | -4.55% | 30.32%-34.9pp | 735.12%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,141 | $3,351-66.0% | $5,298-78.5% | $2,381-52.1% |
| Participant deferral / active EE | $3,330 | $3,175+4.9% | $5,081-34.5% | $3,470-4.0% |
| Admin fee / account holder | $26,244 | $5,596+369.0% | $13,411+95.7% | $4,888+436.9% |