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 7-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 | $53,012 | $54,350-2.5% | $82,719-35.9% | $68,494-22.6% |
| Participation rate | 52.0% | 63.9%-11.9pp | 72.6%-20.6pp | 67.9%-15.9pp |
| Annual return | -14.08% | -13.67%-0.4pp | 701.18%-715.3pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,220 | $2,218-45.0% | $3,009-59.5% | $2,596-53.0% |
| Participant deferral / active EE | $3,048 | $3,246-6.1% | $4,395-30.6% | $4,027-24.3% |
| Admin fee / account holder | $450 | $4,395-89.8% | $5,329-91.6% | $5,403-91.7% |