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 | $36,935 | $72,404-49.0% | $110,238-66.5% | $64,186-42.5% |
| Participation rate | 67.7% | 73.3%-5.6pp | 79.8%-12.1pp | 69.6%-1.8pp |
| Annual return | -5.95% | -6.29%+0.3pp | 314.74%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,079 | $2,282-52.7% | $3,826-71.8% | $2,381-54.7% |
| Participant deferral / active EE | $2,644 | $3,469-23.8% | $4,672-43.4% | $3,470-23.8% |
| Admin fee / account holder | $1,318 | $5,664-76.7% | $8,547-84.6% | $4,888-73.0% |