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 | $51,631 | $69,010-25.2% | $159,960-67.7% | $68,494-24.6% |
| Participation rate | 52.4% | 65.4%-13.0pp | 78.0%-25.6pp | 67.9%-15.5pp |
| Annual return | -13.34% | -9.65%-3.7pp | 408.60%-421.9pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,653 | $2,213+19.9% | $4,226-37.2% | $2,596+2.2% |
| Participant deferral / active EE | $6,232 | $4,212+48.0% | $6,182+0.8% | $4,027+54.8% |
| Admin fee / account holder | $3,874 | $4,798-19.3% | $8,698-55.5% | $5,403-28.3% |