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 | $53,241 | $54,350-2.0% | $82,719-35.6% | $68,494-22.3% |
| Participation rate | 56.0% | 63.9%-7.9pp | 72.6%-16.6pp | 67.9%-11.9pp |
| Annual return | -13.19% | -13.67%+0.5pp | 701.18%-714.4pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,265 | $2,218-42.9% | $3,009-57.9% | $2,596-51.3% |
| Participant deferral / active EE | $2,919 | $3,246-10.1% | $4,395-33.6% | $4,027-27.5% |
| Admin fee / account holder | $5,998 | $4,395+36.5% | $5,329+12.6% | $5,403+11.0% |