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 | $40,054 | $69,010-42.0% | $159,960-75.0% | $68,494-41.5% |
| Participation rate | 54.3% | 65.4%-11.1pp | 78.0%-23.7pp | 67.9%-13.6pp |
| Annual return | -12.14% | -9.65%-2.5pp | 408.60%-420.7pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,735 | $2,213-21.6% | $4,226-58.9% | $2,596-33.2% |
| Participant deferral / active EE | $2,907 | $4,212-31.0% | $6,182-53.0% | $4,027-27.8% |
| Admin fee / account holder | $17,885 | $4,798+272.8% | $8,698+105.6% | $5,403+231.0% |