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 | $51,315 | $54,350-5.6% | $82,719-38.0% | $68,494-25.1% |
| Participation rate | 64.8% | 63.9%+0.9pp | 72.6%-7.7pp | 67.9%-3.1pp |
| Annual return | -15.59% | -13.67%-1.9pp | 701.18%-716.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,262 | $2,218-43.1% | $3,009-58.1% | $2,596-51.4% |
| Participant deferral / active EE | $3,074 | $3,246-5.3% | $4,395-30.1% | $4,027-23.7% |
| Admin fee / account holder | $2,880 | $4,395-34.5% | $5,329-46.0% | $5,403-46.7% |