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 | $68,022 | $82,664-17.7% | $125,339-45.7% | $68,494-0.7% |
| Participation rate | 39.4% | 75.0%-35.6pp | 82.4%-43.0pp | 67.9%-28.5pp |
| Annual return | -17.63% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,777 | $3,381-47.5% | $4,814-63.1% | $2,596-31.6% |
| Participant deferral / active EE | $4,719 | $6,110-22.8% | $7,446-36.6% | $4,027+17.2% |
| Admin fee / account holder | $1,367 | $6,275-78.2% | $10,010-86.3% | $5,403-74.7% |