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 | $76,643 | $54,350+41.0% | $82,719-7.3% | $68,494+11.9% |
| Participation rate | 12.9% | 63.9%-51.0pp | 72.6%-59.6pp | 67.9%-55.0pp |
| Annual return | -14.34% | -13.67%-0.7pp | 701.18%-715.5pp | -7.84%-6.5pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,066 | $3,246-67.2% | $4,395-75.7% | $4,027-73.5% |
| Admin fee / account holder | $5,008 | $4,395+13.9% | $5,329-6.0% | $5,403-7.3% |