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 | $36,758 | $82,664-55.5% | $125,339-70.7% | $68,494-46.3% |
| Participation rate | 48.6% | 75.0%-26.5pp | 82.4%-33.8pp | 67.9%-19.3pp |
| Annual return | -18.89% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,355 | $3,381-59.9% | $4,814-71.8% | $2,596-47.8% |
| Participant deferral / active EE | $2,971 | $6,110-51.4% | $7,446-60.1% | $4,027-26.2% |
| Admin fee / account holder | $1,930 | $6,275-69.2% | $10,010-80.7% | $5,403-64.3% |