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 | $59,884 | $82,664-27.6% | $125,339-52.2% | $68,494-12.6% |
| Participation rate | 68.1% | 75.0%-7.0pp | 82.4%-14.3pp | 67.9%+0.2pp |
| Annual return | -18.59% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,091 | $6,110-0.3% | $7,446-18.2% | $4,027+51.3% |
| Admin fee / account holder | $2,953 | $6,275-52.9% | $10,010-70.5% | $5,403-45.3% |