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 | $44,796 | $92,703-51.7% | $82,719-45.8% | $134,475-66.7% |
| Participation rate | 61.9% | 75.2%-13.3pp | 72.6%-10.6pp | 81.2%-19.3pp |
| Annual return | -6.45% | 944.92%-951.4pp | 701.18%-707.6pp | 417.96%-424.4pp |
| Employer contribution / active EE | $390 | $3,274-88.1% | $3,009-87.0% | $4,740-91.8% |
| Participant deferral / active EE | $4,956 | $4,802+3.2% | $4,395+12.8% | $6,400-22.6% |
| Admin fee / account holder | $4,656 | $5,983-22.2% | $5,329-12.6% | $11,426-59.3% |