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 | $43,197 | $49,177-12.2% | $79,464-45.6% | $64,186-32.7% |
| Participation rate | 63.0% | 65.0%-2.1pp | 73.3%-10.4pp | 69.6%-6.6pp |
| Annual return | -7.39% | -1.16%-6.2pp | 718.14%-725.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,834 | $2,076+36.5% | $2,800+1.2% | $2,381+19.0% |
| Participant deferral / active EE | $6,524 | $2,821+131.2% | $3,704+76.1% | $3,470+88.0% |
| Admin fee / account holder | $4,365 | $3,839+13.7% | $5,113-14.6% | $4,888-10.7% |