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 | $44,223 | $105,860-58.2% | $90,749-51.3% | $134,475-67.1% |
| Participation rate | 53.3% | 78.2%-24.9pp | 75.7%-22.4pp | 81.2%-27.9pp |
| Annual return | -16.78% | -11.01%-5.8pp | -12.16%-4.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,305 | $3,462-62.3% | $2,921-55.3% | $4,740-72.5% |
| Participant deferral / active EE | $3,182 | $5,216-39.0% | $4,564-30.3% | $6,400-50.3% |
| Admin fee / account holder | $23,654 | $13,938+69.7% | $8,445+180.1% | $11,426+107.0% |