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 | $68,209 | $69,010-1.2% | $159,960-57.4% | $68,494-0.4% |
| Participation rate | 57.1% | 65.4%-8.3pp | 78.0%-20.8pp | 67.9%-10.7pp |
| Annual return | -9.41% | -9.65%+0.2pp | 408.60%-418.0pp | -7.84%-1.6pp |
| Employer contribution / active EE | $980 | $2,213-55.7% | $4,226-76.8% | $2,596-62.3% |
| Participant deferral / active EE | $2,679 | $4,212-36.4% | $6,182-56.7% | $4,027-33.5% |
| Admin fee / account holder | $2,876 | $4,798-40.1% | $8,698-66.9% | $5,403-46.8% |