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 | $64,852 | $76,000-14.7% | $154,107-57.9% | $64,186+1.0% |
| Participation rate | 16.2% | 70.4%-54.2pp | 83.0%-66.8pp | 69.6%-53.4pp |
| Annual return | -5.62% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.3pp |
| Employer contribution / active EE | $755 | $3,351-77.5% | $5,298-85.7% | $2,381-68.3% |
| Participant deferral / active EE | $1,527 | $3,175-51.9% | $5,081-69.9% | $3,470-56.0% |
| Admin fee / account holder | $2,290 | $5,596-59.1% | $13,411-82.9% | $4,888-53.1% |