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 | $50,911 | $54,229-6.1% | $70,092-27.4% | $68,494-25.7% |
| Participation rate | 65.1% | 64.5%+0.6pp | 70.5%-5.4pp | 67.9%-2.8pp |
| Annual return | -18.89% | -13.87%-5.0pp | 190.73%-209.6pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,907 | $2,018+44.0% | $2,559+13.6% | $2,596+12.0% |
| Participant deferral / active EE | $4,431 | $2,956+49.9% | $3,849+15.1% | $4,027+10.0% |
| Admin fee / account holder | $26,847 | $4,694+471.9% | $6,267+328.4% | $5,403+396.9% |