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 | $64,060 | $84,402-24.1% | $61,373+4.4% | $134,475-52.4% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -17.28% | 584.55%-601.8pp | 338.61%-355.9pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,419 | $1,544+121.4% | $1,159+194.9% | $4,740-27.9% |
| Participant deferral / active EE | $2,500 | $2,819-11.3% | $2,125+17.7% | $6,400-60.9% |
| Admin fee / account holder | $28,607 | $2,585+1006.6% | $2,130+1243.2% | $11,426+150.4% |