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 | $43,744 | $59,107-26.0% | $86,436-49.4% | $68,494-36.1% |
| Participation rate | 68.7% | 75.2%-6.6pp | 80.3%-11.6pp | 67.9%+0.8pp |
| Annual return | -15.13% | -0.23%-14.9pp | 4394.89%-4410.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,202 | $2,519-52.3% | $3,769-68.1% | $2,596-53.7% |
| Participant deferral / active EE | $4,134 | $5,901-30.0% | $6,952-40.5% | $4,027+2.6% |
| Admin fee / account holder | $2,633 | $5,637-53.3% | $6,731-60.9% | $5,403-51.3% |