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 | $54,603 | $82,664-33.9% | $125,339-56.4% | $68,494-20.3% |
| Participation rate | 52.3% | 75.0%-22.7pp | 82.4%-30.1pp | 67.9%-15.6pp |
| Annual return | -16.94% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,642 | $3,381-21.9% | $4,814-45.1% | $2,596+1.7% |
| Participant deferral / active EE | $4,063 | $6,110-33.5% | $7,446-45.4% | $4,027+0.9% |
| Admin fee / account holder | $6,124 | $6,275-2.4% | $10,010-38.8% | $5,403+13.4% |