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 | $30,728 | $54,350-43.5% | $82,719-62.9% | $68,494-55.1% |
| Participation rate | 52.5% | 63.9%-11.4pp | 72.6%-20.1pp | 67.9%-15.4pp |
| Annual return | -18.32% | -13.67%-4.6pp | 701.18%-719.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,757 | $2,218-20.8% | $3,009-41.6% | $2,596-32.3% |
| Participant deferral / active EE | $3,078 | $3,246-5.2% | $4,395-30.0% | $4,027-23.6% |
| Admin fee / account holder | $2,691 | $4,395-38.8% | $5,329-49.5% | $5,403-50.2% |