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 | $42,763 | $77,813-45.0% | $123,544-65.4% | $64,186-33.4% |
| Participation rate | 47.4% | 74.7%-27.3pp | 82.3%-34.9pp | 69.6%-22.2pp |
| Annual return | -4.96% | 12.48%-17.4pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,104 | $5,240-40.8% | $6,426-51.7% | $3,470-10.5% |
| Admin fee / account holder | $4,952 | $5,519-10.3% | $9,284-46.7% | $4,888+1.3% |