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 | $50,380 | $54,350-7.3% | $82,719-39.1% | $68,494-26.4% |
| Participation rate | 51.9% | 63.9%-12.0pp | 72.6%-20.6pp | 67.9%-16.0pp |
| Annual return | -8.04% | -13.67%+5.6pp | 701.18%-709.2pp | -7.84%-0.2pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,335 | $3,246-28.1% | $4,395-46.9% | $4,027-42.0% |
| Admin fee / account holder | $10,617 | $4,395+141.5% | $5,329+99.2% | $5,403+96.5% |