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 | $49,515 | $82,664-40.1% | $125,339-60.5% | $68,494-27.7% |
| Participation rate | 56.4% | 75.0%-18.6pp | 82.4%-26.0pp | 67.9%-11.5pp |
| Annual return | -7.51% | -5.97%-1.5pp | 572.05%-579.6pp | -7.84%+0.3pp |
| Employer contribution / active EE | $2,699 | $3,381-20.2% | $4,814-43.9% | $2,596+4.0% |
| Participant deferral / active EE | $5,617 | $6,110-8.1% | $7,446-24.6% | $4,027+39.5% |
| Admin fee / account holder | $674 | $6,275-89.3% | $10,010-93.3% | $5,403-87.5% |