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 | $39,236 | $55,449-29.2% | $83,848-53.2% | $56,287-30.3% |
| Participation rate | 44.5% | 68.0%-23.5pp | 76.1%-31.6pp | 69.9%-25.3pp |
| Annual return | -2.93% | -1.38%-1.6pp | 850.88%-853.8pp | -9.96%+7.0pp |
| Employer contribution / active EE | $1,490 | $2,430-38.7% | $3,631-59.0% | $2,111-29.4% |
| Participant deferral / active EE | $2,011 | $2,935-31.5% | $4,082-50.7% | $3,350-40.0% |
| Admin fee / account holder | $746 | $656+13.7% | $5,478-86.4% | $521+43.2% |