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 | $54,016 | $54,350-0.6% | $82,719-34.7% | $68,494-21.1% |
| Participation rate | 59.4% | 63.9%-4.5pp | 72.6%-13.2pp | 67.9%-8.5pp |
| Annual return | -17.90% | -13.67%-4.2pp | 701.18%-719.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,123 | $2,218-4.3% | $3,009-29.5% | $2,596-18.2% |
| Participant deferral / active EE | $4,046 | $3,246+24.6% | $4,395-7.9% | $4,027+0.5% |
| Admin fee / account holder | $6,594 | $4,395+50.0% | $5,329+23.7% | $5,403+22.1% |