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 | $37,396 | $54,350-31.2% | $82,719-54.8% | $68,494-45.4% |
| Participation rate | 62.3% | 63.9%-1.7pp | 72.6%-10.3pp | 67.9%-5.6pp |
| Annual return | -14.82% | -13.67%-1.1pp | 701.18%-716.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $721 | $2,218-67.5% | $3,009-76.0% | $2,596-72.2% |
| Participant deferral / active EE | $3,453 | $3,246+6.4% | $4,395-21.4% | $4,027-14.3% |
| Admin fee / account holder | $4,132 | $4,395-6.0% | $5,329-22.5% | $5,403-23.5% |