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 | $42,990 | $82,664-48.0% | $125,339-65.7% | $68,494-37.2% |
| Participation rate | 44.0% | 75.0%-31.0pp | 82.4%-38.4pp | 67.9%-23.9pp |
| Annual return | -16.11% | -5.97%-10.1pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $995 | $3,381-70.6% | $4,814-79.3% | $2,596-61.7% |
| Participant deferral / active EE | $2,825 | $6,110-53.8% | $7,446-62.1% | $4,027-29.9% |
| Admin fee / account holder | $4,710 | $6,275-24.9% | $10,010-52.9% | $5,403-12.8% |