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 | $43,040 | $95,193-54.8% | $76,523-43.8% | $135,375-68.2% |
| Participation rate | 58.8% | 74.4%-15.6pp | 68.0%-9.2pp | 82.6%-23.8pp |
| Annual return | -6.46% | 4.85%-11.3pp | -0.27%-6.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,091 | $3,302-67.0% | $2,647-58.8% | $4,779-77.2% |
| Participant deferral / active EE | $1,091 | $4,639-76.5% | $3,835-71.5% | $5,609-80.5% |
| Admin fee / account holder | $705 | $6,249-88.7% | $4,848-85.5% | $10,827-93.5% |