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 | $42,207 | $54,350-22.3% | $82,719-49.0% | $68,494-38.4% |
| Participation rate | 54.5% | 63.9%-9.4pp | 72.6%-18.0pp | 67.9%-13.3pp |
| Annual return | -15.03% | -13.67%-1.4pp | 701.18%-716.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $568 | $2,218-74.4% | $3,009-81.1% | $2,596-78.1% |
| Participant deferral / active EE | $3,142 | $3,246-3.2% | $4,395-28.5% | $4,027-22.0% |
| Admin fee / account holder | $2,032 | $4,395-53.8% | $5,329-61.9% | $5,403-62.4% |