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 | $52,472 | $54,350-3.5% | $82,719-36.6% | $68,494-23.4% |
| Participation rate | 52.5% | 63.9%-11.4pp | 72.6%-20.0pp | 67.9%-15.3pp |
| Annual return | -17.99% | -13.67%-4.3pp | 701.18%-719.2pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,683 | $2,218-24.1% | $3,009-44.1% | $2,596-35.2% |
| Participant deferral / active EE | $3,392 | $3,246+4.5% | $4,395-22.8% | $4,027-15.8% |
| Admin fee / account holder | $3,679 | $4,395-16.3% | $5,329-31.0% | $5,403-31.9% |