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 | $26,519 | $54,350-51.2% | $82,719-67.9% | $68,494-61.3% |
| Participation rate | 49.1% | 63.9%-14.8pp | 72.6%-23.4pp | 67.9%-18.8pp |
| Annual return | -19.53% | -13.67%-5.9pp | 701.18%-720.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $635 | $2,218-71.4% | $3,009-78.9% | $2,596-75.5% |
| Participant deferral / active EE | $1,796 | $3,246-44.7% | $4,395-59.1% | $4,027-55.4% |
| Admin fee / account holder | $4,609 | $4,395+4.9% | $5,329-13.5% | $5,403-14.7% |