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 | $43,593 | $82,664-47.3% | $125,339-65.2% | $68,494-36.4% |
| Participation rate | 65.2% | 75.0%-9.8pp | 82.4%-17.2pp | 67.9%-2.7pp |
| Annual return | -12.83% | -5.97%-6.9pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,041 | $3,381-39.6% | $4,814-57.6% | $2,596-21.4% |
| Participant deferral / active EE | $3,234 | $6,110-47.1% | $7,446-56.6% | $4,027-19.7% |
| Admin fee / account holder | $2,671 | $6,275-57.4% | $10,010-73.3% | $5,403-50.6% |