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 | $34,142 | $85,790-60.2% | $67,313-49.3% | $135,375-74.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -5.83% | -0.54%-5.3pp | -4.08%-1.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,363 | $3,487-60.9% | $2,566-46.9% | $4,779-71.5% |
| Participant deferral / active EE | $2,839 | $4,651-39.0% | $3,568-20.4% | $5,609-49.4% |
| Admin fee / account holder | $20,115 | $6,392+214.7% | $4,507+346.3% | $10,827+85.8% |