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 | $39,995 | $81,900-51.2% | $119,609-66.6% | $68,494-41.6% |
| Participation rate | 69.1% | 71.9%-2.8pp | 79.3%-10.1pp | 67.9%+1.2pp |
| Annual return | -18.50% | -23.82%+5.3pp | -14.97%-3.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,227 | $4,148-22.2% | $5,602-42.4% | $4,027-19.9% |
| Admin fee / account holder | $7,939 | $6,582+20.6% | $10,323-23.1% | $5,403+46.9% |