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 | $44,200 | $82,664-46.5% | $125,339-64.7% | $68,494-35.5% |
| Participation rate | 64.1% | 75.0%-10.9pp | 82.4%-18.3pp | 67.9%-3.8pp |
| Annual return | -19.28% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $3,133 | $3,381-7.3% | $4,814-34.9% | $2,596+20.7% |
| Participant deferral / active EE | $5,217 | $6,110-14.6% | $7,446-29.9% | $4,027+29.6% |
| Admin fee / account holder | $4,204 | $6,275-33.0% | $10,010-58.0% | $5,403-22.2% |