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 | $38,217 | $54,350-29.7% | $82,719-53.8% | $68,494-44.2% |
| Participation rate | 66.7% | 63.9%+2.7pp | 72.6%-5.9pp | 67.9%-1.2pp |
| Annual return | -17.47% | -13.67%-3.8pp | 701.18%-718.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,880 | $2,218-15.2% | $3,009-37.5% | $2,596-27.6% |
| Participant deferral / active EE | $2,003 | $3,246-38.3% | $4,395-54.4% | $4,027-50.3% |
| Admin fee / account holder | $6,611 | $4,395+50.4% | $5,329+24.1% | $5,403+22.4% |