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 | $45,200 | $57,354-21.2% | $83,848-46.1% | $64,186-29.6% |
| Participation rate | 27.8% | 68.6%-40.8pp | 76.1%-48.4pp | 69.6%-41.8pp |
| Annual return | -4.92% | 11.38%-16.3pp | 850.88%-855.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,401 | $2,545-45.0% | $3,631-61.4% | $2,381-41.2% |
| Participant deferral / active EE | $3,307 | $2,993+10.5% | $4,082-19.0% | $3,470-4.7% |
| Admin fee / account holder | $3,065 | $4,046-24.2% | $5,478-44.1% | $4,888-37.3% |