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 | $31,119 | $82,664-62.4% | $125,339-75.2% | $68,494-54.6% |
| Participation rate | 69.6% | 75.0%-5.5pp | 82.4%-12.8pp | 67.9%+1.7pp |
| Annual return | -17.84% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,605 | $3,381-52.5% | $4,814-66.7% | $2,596-38.2% |
| Participant deferral / active EE | $3,839 | $6,110-37.2% | $7,446-48.4% | $4,027-4.7% |
| Admin fee / account holder | $9,056 | $6,275+44.3% | $10,010-9.5% | $5,403+67.6% |