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 | $40,744 | $82,664-50.7% | $125,339-67.5% | $68,494-40.5% |
| Participation rate | 60.0% | 75.0%-15.0pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -12.71% | -5.97%-6.7pp | 572.05%-584.8pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,554 | $3,381-24.5% | $4,814-47.0% | $2,596-1.6% |
| Participant deferral / active EE | $6,837 | $6,110+11.9% | $7,446-8.2% | $4,027+69.8% |
| Admin fee / account holder | $16,469 | $6,275+162.4% | $10,010+64.5% | $5,403+204.8% |