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 | $47,909 | $82,664-42.0% | $125,339-61.8% | $68,494-30.1% |
| Participation rate | 61.4% | 75.0%-13.7pp | 82.4%-21.0pp | 67.9%-6.5pp |
| Annual return | -18.62% | -5.97%-12.6pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,610 | $3,381-52.4% | $4,814-66.5% | $2,596-38.0% |
| Participant deferral / active EE | $3,363 | $6,110-45.0% | $7,446-54.8% | $4,027-16.5% |
| Admin fee / account holder | $3,389 | $6,275-46.0% | $10,010-66.1% | $5,403-37.3% |