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 | $37,841 | $82,664-54.2% | $125,339-69.8% | $68,494-44.8% |
| Participation rate | 60.0% | 75.0%-15.0pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -13.81% | -5.97%-7.8pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,497 | $3,381-55.7% | $4,814-68.9% | $2,596-42.4% |
| Participant deferral / active EE | $6,506 | $6,110+6.5% | $7,446-12.6% | $4,027+61.6% |
| Admin fee / account holder | $16,147 | $6,275+157.3% | $10,010+61.3% | $5,403+198.9% |