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 | $69,115 | $27,641+150.0% | $61,373+12.6% | $68,494+0.9% |
| Participation rate | 17.5% | 39.5%-22.0pp | 52.6%-35.1pp | 67.9%-50.4pp |
| Annual return | -18.61% | -13.24%-5.4pp | 338.61%-357.2pp | -7.84%-10.8pp |
| Employer contribution / active EE | $195 | $695-72.0% | $1,159-83.2% | $2,596-92.5% |
| Participant deferral / active EE | $892 | $1,263-29.4% | $2,125-58.0% | $4,027-77.8% |
| Admin fee / account holder | $3,941 | $2,010+96.1% | $2,130+85.1% | $5,403-27.0% |