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 | $36,600 | $72,404-49.5% | $110,238-66.8% | $64,186-43.0% |
| Participation rate | 53.6% | 73.3%-19.8pp | 79.8%-26.2pp | 69.6%-16.0pp |
| Annual return | -5.14% | -6.29%+1.1pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,117 | $3,469-39.0% | $4,672-54.7% | $3,470-39.0% |
| Admin fee / account holder | $3,357 | $5,664-40.7% | $8,547-60.7% | $4,888-31.3% |