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 | $60,919 | $54,350+12.1% | $82,719-26.4% | $68,494-11.1% |
| Participation rate | 35.8% | 63.9%-28.1pp | 72.6%-36.7pp | 67.9%-32.1pp |
| Annual return | -13.15% | -13.67%+0.5pp | 701.18%-714.3pp | -7.84%-5.3pp |
| Employer contribution / active EE | $784 | $2,218-64.7% | $3,009-74.0% | $2,596-69.8% |
| Participant deferral / active EE | $2,828 | $3,246-12.9% | $4,395-35.6% | $4,027-29.8% |
| Admin fee / account holder | $3,825 | $4,395-13.0% | $5,329-28.2% | $5,403-29.2% |