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 | $39,514 | $59,107-33.1% | $86,436-54.3% | $68,494-42.3% |
| Participation rate | 61.1% | 75.2%-14.1pp | 80.3%-19.2pp | 67.9%-6.8pp |
| Annual return | -13.10% | -0.23%-12.9pp | 4394.89%-4408.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $703 | $2,519-72.1% | $3,769-81.3% | $2,596-72.9% |
| Participant deferral / active EE | $6,972 | $5,901+18.1% | $6,952+0.3% | $4,027+73.1% |
| Admin fee / account holder | $7,437 | $5,637+31.9% | $6,731+10.5% | $5,403+37.7% |