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 | $56,125 | $54,229+3.5% | $70,092-19.9% | $68,494-18.1% |
| Participation rate | 63.2% | 64.5%-1.3pp | 70.5%-7.2pp | 67.9%-4.7pp |
| Annual return | -13.99% | -13.87%-0.1pp | 190.73%-204.7pp | -7.84%-6.1pp |
| Employer contribution / active EE | $875 | $2,018-56.7% | $2,559-65.8% | $2,596-66.3% |
| Participant deferral / active EE | $3,482 | $2,956+17.8% | $3,849-9.5% | $4,027-13.5% |
| Admin fee / account holder | $49,915 | $4,694+963.3% | $6,267+696.5% | $5,403+823.9% |