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 | $59,930 | $82,664-27.5% | $125,339-52.2% | $68,494-12.5% |
| Participation rate | 51.0% | 75.0%-24.1pp | 82.4%-31.4pp | 67.9%-16.9pp |
| Annual return | -13.31% | -5.97%-7.3pp | 572.05%-585.4pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,594 | $3,381-52.8% | $4,814-66.9% | $2,596-38.6% |
| Participant deferral / active EE | $5,266 | $6,110-13.8% | $7,446-29.3% | $4,027+30.8% |
| Admin fee / account holder | $2,392 | $6,275-61.9% | $10,010-76.1% | $5,403-55.7% |