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 | $56,223 | $54,229+3.7% | $70,092-19.8% | $68,494-17.9% |
| Participation rate | 63.6% | 64.5%-0.9pp | 70.5%-6.8pp | 67.9%-4.3pp |
| Annual return | -17.98% | -13.87%-4.1pp | 190.73%-208.7pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,890 | $2,956+31.6% | $3,849+1.1% | $4,027-3.4% |
| Admin fee / account holder | $3,999 | $4,694-14.8% | $6,267-36.2% | $5,403-26.0% |