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 | $41,319 | $54,350-24.0% | $82,719-50.0% | $68,494-39.7% |
| Participation rate | 61.5% | 63.9%-2.4pp | 72.6%-11.0pp | 67.9%-6.3pp |
| Annual return | -18.16% | -13.67%-4.5pp | 701.18%-719.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $872 | $2,218-60.7% | $3,009-71.0% | $2,596-66.4% |
| Participant deferral / active EE | $3,121 | $3,246-3.8% | $4,395-29.0% | $4,027-22.5% |
| Admin fee / account holder | $1,649 | $4,395-62.5% | $5,329-69.1% | $5,403-69.5% |