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 | $30,856 | $91,911-66.4% | $68,793-55.1% | $135,375-77.2% |
| Participation rate | 58.8% | 76.7%-17.9pp | 72.2%-13.4pp | 82.6%-23.8pp |
| Annual return | -5.69% | -8.22%+2.5pp | -4.63%-1.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,058 | $3,924-73.0% | $2,625-59.7% | $4,779-77.9% |
| Participant deferral / active EE | $3,359 | $4,315-22.2% | $3,311+1.4% | $5,609-40.1% |
| Admin fee / account holder | $38,885 | $9,240+320.8% | $5,131+657.9% | $10,827+259.1% |