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 | $34,070 | $82,664-58.8% | $125,339-72.8% | $68,494-50.3% |
| Participation rate | 56.1% | 75.0%-18.9pp | 82.4%-26.3pp | 67.9%-11.8pp |
| Annual return | -16.89% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,442 | $3,381-57.4% | $4,814-70.0% | $2,596-44.5% |
| Participant deferral / active EE | $3,045 | $6,110-50.2% | $7,446-59.1% | $4,027-24.4% |
| Admin fee / account holder | $2,415 | $6,275-61.5% | $10,010-75.9% | $5,403-55.3% |