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 | $50,470 | $50,199+0.5% | $70,092-28.0% | $66,914-24.6% |
| Participation rate | 43.3% | 66.3%-23.0pp | 70.5%-27.2pp | 69.8%-26.5pp |
| Annual return | -14.52% | -13.85%-0.7pp | 190.73%-205.3pp | 1.58%-16.1pp |
| Employer contribution / active EE | $693 | $1,864-62.8% | $2,559-72.9% | $2,544-72.8% |
| Participant deferral / active EE | $1,944 | $3,112-37.5% | $3,849-49.5% | $4,237-54.1% |
| Admin fee / account holder | $4,510 | $600+652.0% | $6,267-28.0% | $593+660.2% |