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 | $44,782 | $49,177-8.9% | $79,464-43.6% | $64,186-30.2% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.3%-23.3pp | 69.6%-19.6pp |
| Annual return | -5.41% | -1.16%-4.3pp | 718.14%-723.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $346 | $2,076-83.3% | $2,800-87.6% | $2,381-85.5% |
| Participant deferral / active EE | $2,475 | $2,821-12.3% | $3,704-33.2% | $3,470-28.7% |
| Admin fee / account holder | $2,383 | $3,839-37.9% | $5,113-53.4% | $4,888-51.3% |