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 | $71,828 | $105,860-32.1% | $90,749-20.8% | $134,475-46.6% |
| Participation rate | 15.0% | 78.2%-63.2pp | 75.7%-60.7pp | 81.2%-66.2pp |
| Annual return | -20.01% | -11.01%-9.0pp | -12.16%-7.8pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,005 | $3,462-42.1% | $2,921-31.4% | $4,740-57.7% |
| Participant deferral / active EE | $5,838 | $5,216+11.9% | $4,564+27.9% | $6,400-8.8% |
| Admin fee / account holder | $1,248 | $13,938-91.0% | $8,445-85.2% | $11,426-89.1% |