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 | $37,097 | $105,860-65.0% | $90,749-59.1% | $134,475-72.4% |
| Participation rate | 61.5% | 78.2%-16.7pp | 75.7%-14.2pp | 81.2%-19.7pp |
| Annual return | -18.98% | -11.01%-8.0pp | -12.16%-6.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,313 | $5,216-55.7% | $4,564-49.3% | $6,400-63.9% |
| Admin fee / account holder | $1,084 | $13,938-92.2% | $8,445-87.2% | $11,426-90.5% |