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 | $39,919 | $54,350-26.6% | $82,719-51.7% | $68,494-41.7% |
| Participation rate | 53.2% | 63.9%-10.7pp | 72.6%-19.4pp | 67.9%-14.7pp |
| Annual return | -15.78% | -13.67%-2.1pp | 701.18%-717.0pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,229 | $2,218+45.6% | $3,009+7.3% | $2,596+24.4% |
| Participant deferral / active EE | $3,871 | $3,246+19.2% | $4,395-11.9% | $4,027-3.9% |
| Admin fee / account holder | $6,458 | $4,395+46.9% | $5,329+21.2% | $5,403+19.5% |