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 | $58,015 | $54,229+7.0% | $70,092-17.2% | $68,494-15.3% |
| Participation rate | 50.0% | 64.5%-14.5pp | 70.5%-20.5pp | 67.9%-17.9pp |
| Annual return | -17.57% | -13.87%-3.7pp | 190.73%-208.3pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,318 | $2,018-34.7% | $2,559-48.5% | $2,596-49.3% |
| Participant deferral / active EE | $3,692 | $2,956+24.9% | $3,849-4.1% | $4,027-8.3% |
| Admin fee / account holder | $2,638 | $4,694-43.8% | $6,267-57.9% | $5,403-51.2% |