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 | $43,463 | $69,010-37.0% | $159,960-72.8% | $68,494-36.5% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 67.9%-17.9pp |
| Annual return | -13.54% | -9.65%-3.9pp | 408.60%-422.1pp | -7.84%-5.7pp |
| Employer contribution / active EE | $533 | $2,213-75.9% | $4,226-87.4% | $2,596-79.5% |
| Participant deferral / active EE | $2,338 | $4,212-44.5% | $6,182-62.2% | $4,027-41.9% |
| Admin fee / account holder | $5,814 | $4,798+21.2% | $8,698-33.2% | $5,403+7.6% |