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 | $30,039 | $49,177-38.9% | $79,464-62.2% | $64,186-53.2% |
| Participation rate | 67.6% | 65.0%+2.5pp | 73.3%-5.8pp | 69.6%-2.0pp |
| Annual return | -5.08% | -1.16%-3.9pp | 718.14%-723.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,409 | $2,076-32.1% | $2,800-49.7% | $2,381-40.8% |
| Participant deferral / active EE | $3,126 | $2,821+10.8% | $3,704-15.6% | $3,470-9.9% |
| Admin fee / account holder | $3,482 | $3,839-9.3% | $5,113-31.9% | $4,888-28.8% |