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 | $47,958 | $56,199-14.7% | $67,652-29.1% | $59,632-19.6% |
| Participation rate | 35.7% | 71.5%-35.8pp | 75.7%-39.9pp | 68.7%-33.0pp |
| Annual return | -1.93% | 18505.31%-18507.2pp | 6625.04%-6627.0pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $371 | $1,614-77.0% | $2,266-83.6% | $2,203-83.2% |
| Participant deferral / active EE | $1,906 | $2,844-33.0% | $3,560-46.4% | $3,192-40.3% |
| Admin fee / account holder | $3,805 | $3,958-3.9% | $4,821-21.1% | $4,297-11.4% |