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 | $29,883 | $54,350-45.0% | $82,719-63.9% | $68,494-56.4% |
| Participation rate | 49.2% | 63.9%-14.8pp | 72.6%-23.4pp | 67.9%-18.7pp |
| Annual return | -17.10% | -13.67%-3.4pp | 701.18%-718.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $393 | $2,218-82.3% | $3,009-86.9% | $2,596-84.9% |
| Participant deferral / active EE | $3,120 | $3,246-3.9% | $4,395-29.0% | $4,027-22.5% |
| Admin fee / account holder | $2,145 | $4,395-51.2% | $5,329-59.7% | $5,403-60.3% |