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 | $73,504 | $76,000-3.3% | $154,107-52.3% | $64,186+14.5% |
| Participation rate | 65.9% | 70.4%-4.5pp | 83.0%-17.1pp | 69.6%-3.7pp |
| Annual return | -7.63% | 30.32%-37.9pp | 735.12%-742.7pp | 7.63%-15.3pp |
| Employer contribution / active EE | $4,312 | $3,351+28.7% | $5,298-18.6% | $2,381+81.1% |
| Participant deferral / active EE | $3,331 | $3,175+4.9% | $5,081-34.4% | $3,470-4.0% |
| Admin fee / account holder | $756 | $5,596-86.5% | $13,411-94.4% | $4,888-84.5% |