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 | $37,715 | $54,350-30.6% | $82,719-54.4% | $68,494-44.9% |
| Participation rate | 64.1% | 63.9%+0.2pp | 72.6%-8.4pp | 67.9%-3.8pp |
| Annual return | -11.38% | -13.67%+2.3pp | 701.18%-712.6pp | -7.84%-3.5pp |
| Employer contribution / active EE | $534 | $2,218-75.9% | $3,009-82.3% | $2,596-79.4% |
| Participant deferral / active EE | $1,618 | $3,246-50.2% | $4,395-63.2% | $4,027-59.8% |
| Admin fee / account holder | $319 | $4,395-92.7% | $5,329-94.0% | $5,403-94.1% |