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 | $46,531 | $54,350-14.4% | $82,719-43.7% | $68,494-32.1% |
| Participation rate | 56.1% | 63.9%-7.8pp | 72.6%-16.5pp | 67.9%-11.8pp |
| Annual return | -18.57% | -13.67%-4.9pp | 701.18%-719.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,303 | $2,218+3.8% | $3,009-23.5% | $2,596-11.3% |
| Participant deferral / active EE | $4,286 | $3,246+32.0% | $4,395-2.5% | $4,027+6.4% |
| Admin fee / account holder | $12,839 | $4,395+192.1% | $5,329+140.9% | $5,403+137.6% |