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 | $42,686 | $82,664-48.4% | $125,339-65.9% | $68,494-37.7% |
| Participation rate | 67.7% | 75.0%-7.3pp | 82.4%-14.6pp | 67.9%-0.1pp |
| Annual return | -15.49% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,148 | $3,381-66.1% | $4,814-76.2% | $2,596-55.8% |
| Participant deferral / active EE | $2,980 | $6,110-51.2% | $7,446-60.0% | $4,027-26.0% |
| Admin fee / account holder | $1,363 | $6,275-78.3% | $10,010-86.4% | $5,403-74.8% |