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 | $40,584 | $69,010-41.2% | $159,960-74.6% | $68,494-40.7% |
| Participation rate | 61.2% | 65.4%-4.2pp | 78.0%-16.8pp | 67.9%-6.7pp |
| Annual return | -17.88% | -9.65%-8.2pp | 408.60%-426.5pp | -7.84%-10.0pp |
| Employer contribution / active EE | $631 | $2,213-71.5% | $4,226-85.1% | $2,596-75.7% |
| Participant deferral / active EE | $2,485 | $4,212-41.0% | $6,182-59.8% | $4,027-38.3% |
| Admin fee / account holder | $7,254 | $4,798+51.2% | $8,698-16.6% | $5,403+34.3% |