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 | $40,422 | $54,350-25.6% | $82,719-51.1% | $68,494-41.0% |
| Participation rate | 44.8% | 63.9%-19.1pp | 72.6%-27.8pp | 67.9%-23.1pp |
| Annual return | -18.55% | -13.67%-4.9pp | 701.18%-719.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,121 | $3,246-3.8% | $4,395-29.0% | $4,027-22.5% |
| Admin fee / account holder | $516 | $4,395-88.3% | $5,329-90.3% | $5,403-90.5% |