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 | $50,361 | $54,350-7.3% | $82,719-39.1% | $68,494-26.5% |
| Participation rate | 24.5% | 63.9%-39.4pp | 72.6%-48.0pp | 67.9%-43.4pp |
| Annual return | -17.59% | -13.67%-3.9pp | 701.18%-718.8pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,176 | $2,218-47.0% | $3,009-60.9% | $2,596-54.7% |
| Participant deferral / active EE | $2,331 | $3,246-28.2% | $4,395-47.0% | $4,027-42.1% |
| Admin fee / account holder | $5,186 | $4,395+18.0% | $5,329-2.7% | $5,403-4.0% |