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 | $45,747 | $54,350-15.8% | $82,719-44.7% | $68,494-33.2% |
| Participation rate | 67.7% | 63.9%+3.8pp | 72.6%-4.8pp | 67.9%-0.1pp |
| Annual return | -13.34% | -13.67%+0.3pp | 701.18%-714.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,003 | $2,218-54.8% | $3,009-66.7% | $2,596-61.4% |
| Participant deferral / active EE | $1,840 | $3,246-43.3% | $4,395-58.1% | $4,027-54.3% |
| Admin fee / account holder | $1,904 | $4,395-56.7% | $5,329-64.3% | $5,403-64.8% |