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 | $33,245 | $54,350-38.8% | $82,719-59.8% | $68,494-51.5% |
| Participation rate | 68.0% | 63.9%+4.1pp | 72.6%-4.6pp | 67.9%+0.1pp |
| Annual return | -18.99% | -13.67%-5.3pp | 701.18%-720.2pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,888 | $2,218-14.9% | $3,009-37.2% | $2,596-27.3% |
| Participant deferral / active EE | $2,383 | $3,246-26.6% | $4,395-45.8% | $4,027-40.8% |
| Admin fee / account holder | $32,464 | $4,395+638.6% | $5,329+509.2% | $5,403+500.9% |