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 | $45,899 | $69,010-33.5% | $159,960-71.3% | $68,494-33.0% |
| Participation rate | 34.4% | 65.4%-31.0pp | 78.0%-43.5pp | 67.9%-33.5pp |
| Annual return | -14.63% | -9.65%-5.0pp | 408.60%-423.2pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,131 | $2,213-48.9% | $4,226-73.2% | $2,596-56.4% |
| Participant deferral / active EE | $2,887 | $4,212-31.4% | $6,182-53.3% | $4,027-28.3% |
| Admin fee / account holder | $14,078 | $4,798+193.4% | $8,698+61.9% | $5,403+160.6% |