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 | $44,174 | $97,757-54.8% | $83,848-47.3% | $135,375-67.4% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -1.03% | 1287.37%-1288.4pp | 850.88%-851.9pp | 519.73%-520.8pp |
| Employer contribution / active EE | $1,995 | $4,222-52.8% | $3,631-45.1% | $4,779-58.3% |
| Participant deferral / active EE | $3,327 | $4,682-28.9% | $4,082-18.5% | $5,609-40.7% |
| Admin fee / account holder | $19,379 | $6,674+190.4% | $5,478+253.8% | $10,827+79.0% |