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 | $49,881 | $82,664-39.7% | $125,339-60.2% | $68,494-27.2% |
| Participation rate | 61.5% | 75.0%-13.5pp | 82.4%-20.8pp | 67.9%-6.3pp |
| Annual return | -13.90% | -5.97%-7.9pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,578 | $3,381-23.7% | $4,814-46.4% | $2,596-0.7% |
| Participant deferral / active EE | $6,231 | $6,110+2.0% | $7,446-16.3% | $4,027+54.7% |
| Admin fee / account holder | $8,144 | $6,275+29.8% | $10,010-18.6% | $5,403+50.7% |