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 | $39,505 | $82,664-52.2% | $125,339-68.5% | $68,494-42.3% |
| Participation rate | 47.8% | 75.0%-27.3pp | 82.4%-34.6pp | 67.9%-20.1pp |
| Annual return | -16.19% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,476 | $3,381-56.3% | $4,814-69.3% | $2,596-43.1% |
| Participant deferral / active EE | $3,258 | $6,110-46.7% | $7,446-56.2% | $4,027-19.1% |
| Admin fee / account holder | $1,476 | $6,275-76.5% | $10,010-85.3% | $5,403-72.7% |