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 | $37,084 | $54,350-31.8% | $82,719-55.2% | $68,494-45.9% |
| Participation rate | 47.4% | 63.9%-16.5pp | 72.6%-25.2pp | 67.9%-20.5pp |
| Annual return | -17.04% | -13.67%-3.4pp | 701.18%-718.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $726 | $2,218-67.3% | $3,009-75.9% | $2,596-72.0% |
| Participant deferral / active EE | $1,103 | $3,246-66.0% | $4,395-74.9% | $4,027-72.6% |
| Admin fee / account holder | $3,888 | $4,395-11.5% | $5,329-27.0% | $5,403-28.0% |