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 | $11,481 | $54,350-78.9% | $82,719-86.1% | $68,494-83.2% |
| Participation rate | 59.5% | 63.9%-4.5pp | 72.6%-13.1pp | 67.9%-8.4pp |
| Annual return | -16.58% | -13.67%-2.9pp | 701.18%-717.8pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,268 | $2,218-42.8% | $3,009-57.9% | $2,596-51.2% |
| Participant deferral / active EE | $2,876 | $3,246-11.4% | $4,395-34.6% | $4,027-28.6% |
| Admin fee / account holder | $1,244 | $4,395-71.7% | $5,329-76.7% | $5,403-77.0% |