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 | $34,862 | $54,350-35.9% | $82,719-57.9% | $68,494-49.1% |
| Participation rate | 52.0% | 63.9%-11.9pp | 72.6%-20.6pp | 67.9%-15.9pp |
| Annual return | -15.33% | -13.67%-1.7pp | 701.18%-716.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,686 | $3,246-48.1% | $4,395-61.6% | $4,027-58.1% |
| Admin fee / account holder | $4,258 | $4,395-3.1% | $5,329-20.1% | $5,403-21.2% |