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 | $63,158 | $54,350+16.2% | $82,719-23.6% | $68,494-7.8% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -11.67% | -13.67%+2.0pp | 701.18%-712.8pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,540 | $2,218-30.6% | $3,009-48.8% | $2,596-40.7% |
| Participant deferral / active EE | $2,096 | $3,246-35.4% | $4,395-52.3% | $4,027-48.0% |
| Admin fee / account holder | $362 | $4,395-91.8% | $5,329-93.2% | $5,403-93.3% |