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 | $81,399 | $82,664-1.5% | $125,339-35.1% | $68,494+18.8% |
| Participation rate | 68.9% | 75.0%-6.2pp | 82.4%-13.5pp | 67.9%+1.0pp |
| Annual return | -13.98% | -5.97%-8.0pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $4,035 | $3,381+19.3% | $4,814-16.2% | $2,596+55.4% |
| Participant deferral / active EE | $9,887 | $6,110+61.8% | $7,446+32.8% | $4,027+145.5% |
| Admin fee / account holder | $39,650 | $6,275+531.8% | $10,010+296.1% | $5,403+633.9% |