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 | $39,818 | $138,065-71.2% | $123,544-67.8% | $135,375-70.6% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -3.86% | 153.68%-157.5pp | 119.20%-123.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,246 | $5,151-75.8% | $4,628-73.1% | $4,779-73.9% |
| Participant deferral / active EE | $6,338 | $6,799-6.8% | $6,426-1.4% | $5,609+13.0% |
| Admin fee / account holder | $33,127 | $10,916+203.5% | $9,284+256.8% | $10,827+206.0% |