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 | $45,255 | $54,350-16.7% | $82,719-45.3% | $68,494-33.9% |
| Participation rate | 63.2% | 63.9%-0.7pp | 72.6%-9.3pp | 67.9%-4.7pp |
| Annual return | -16.58% | -13.67%-2.9pp | 701.18%-717.8pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,552 | $2,218+15.1% | $3,009-15.2% | $2,596-1.7% |
| Participant deferral / active EE | $5,615 | $3,246+73.0% | $4,395+27.8% | $4,027+39.4% |
| Admin fee / account holder | $14,222 | $4,395+223.6% | $5,329+166.9% | $5,403+163.2% |