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 | $42,454 | $54,350-21.9% | $82,719-48.7% | $68,494-38.0% |
| Participation rate | 26.9% | 63.9%-37.0pp | 72.6%-45.6pp | 67.9%-41.0pp |
| Annual return | -9.31% | -13.67%+4.4pp | 701.18%-710.5pp | -7.84%-1.5pp |
| Employer contribution / active EE | $314 | $2,218-85.8% | $3,009-89.6% | $2,596-87.9% |
| Participant deferral / active EE | $2,235 | $3,246-31.1% | $4,395-49.1% | $4,027-44.5% |
| Admin fee / account holder | $3,595 | $4,395-18.2% | $5,329-32.5% | $5,403-33.5% |