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 | $33,218 | $48,274-31.2% | $63,517-47.7% | $59,632-44.3% |
| Participation rate | 67.1% | 66.3%+0.7pp | 71.0%-4.0pp | 68.7%-1.6pp |
| Annual return | 0.16% | -240.79%+240.9pp | -70.30%+70.5pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $646 | $1,586-59.3% | $2,322-72.2% | $2,203-70.7% |
| Participant deferral / active EE | $1,993 | $2,343-14.9% | $2,953-32.5% | $3,192-37.6% |
| Admin fee / account holder | $4,003 | $3,600+11.2% | $5,892-32.1% | $4,297-6.8% |