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 | $95,970 | $82,664+16.1% | $125,339-23.4% | $68,494+40.1% |
| Participation rate | 67.0% | 75.0%-8.0pp | 82.4%-15.3pp | 67.9%-0.8pp |
| Annual return | -15.43% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,377 | $3,381-29.7% | $4,814-50.6% | $2,596-8.5% |
| Participant deferral / active EE | $4,440 | $6,110-27.3% | $7,446-40.4% | $4,027+10.2% |
| Admin fee / account holder | $1,102 | $6,275-82.4% | $10,010-89.0% | $5,403-79.6% |