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 | $48,900 | $69,010-29.1% | $159,960-69.4% | $68,494-28.6% |
| Participation rate | 61.4% | 65.4%-4.0pp | 78.0%-16.5pp | 67.9%-6.4pp |
| Annual return | -17.07% | -9.65%-7.4pp | 408.60%-425.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,045 | $2,213+37.6% | $4,226-27.9% | $2,596+17.3% |
| Participant deferral / active EE | $5,895 | $4,212+39.9% | $6,182-4.7% | $4,027+46.4% |
| Admin fee / account holder | $1,820 | $4,798-62.1% | $8,698-79.1% | $5,403-66.3% |