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 | $36,863 | $49,177-25.0% | $79,464-53.6% | $64,186-42.6% |
| Participation rate | 67.8% | 65.0%+2.7pp | 73.3%-5.6pp | 69.6%-1.8pp |
| Annual return | -5.46% | -1.16%-4.3pp | 718.14%-723.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,826 | $2,821-35.3% | $3,704-50.7% | $3,470-47.4% |
| Admin fee / account holder | $6,869 | $3,839+78.9% | $5,113+34.3% | $4,888+40.5% |