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 9-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 | $45,497 | $54,350-16.3% | $82,719-45.0% | $68,494-33.6% |
| Participation rate | 58.8% | 63.9%-5.1pp | 72.6%-13.7pp | 67.9%-9.1pp |
| Annual return | -7.98% | -13.67%+5.7pp | 701.18%-709.2pp | -7.84%-0.1pp |
| Employer contribution / active EE | $871 | $2,218-60.7% | $3,009-71.0% | $2,596-66.4% |
| Participant deferral / active EE | $3,660 | $3,246+12.7% | $4,395-16.7% | $4,027-9.1% |
| Admin fee / account holder | $5,502 | $4,395+25.2% | $5,329+3.3% | $5,403+1.8% |