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 | $75,295 | $82,664-8.9% | $125,339-39.9% | $68,494+9.9% |
| Participation rate | 58.8% | 75.0%-16.2pp | 82.4%-23.5pp | 67.9%-9.1pp |
| Annual return | -15.14% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,440 | $3,381-27.8% | $4,814-49.3% | $2,596-6.0% |
| Participant deferral / active EE | $5,671 | $6,110-7.2% | $7,446-23.8% | $4,027+40.8% |
| Admin fee / account holder | $6,876 | $6,275+9.6% | $10,010-31.3% | $5,403+27.3% |