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 | $46,609 | $82,664-43.6% | $125,339-62.8% | $68,494-32.0% |
| Participation rate | 49.3% | 75.0%-25.8pp | 82.4%-33.1pp | 67.9%-18.6pp |
| Annual return | -17.54% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,587 | $3,381-53.1% | $4,814-67.0% | $2,596-38.9% |
| Participant deferral / active EE | $5,006 | $6,110-18.1% | $7,446-32.8% | $4,027+24.3% |
| Admin fee / account holder | $3,071 | $6,275-51.1% | $10,010-69.3% | $5,403-43.2% |