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 | $23,941 | $69,010-65.3% | $159,960-85.0% | $68,494-65.0% |
| Participation rate | 53.1% | 65.4%-12.3pp | 78.0%-24.8pp | 67.9%-14.8pp |
| Annual return | -17.57% | -9.65%-7.9pp | 408.60%-426.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,753 | $4,212-34.6% | $6,182-55.5% | $4,027-31.6% |
| Admin fee / account holder | $3,119 | $4,798-35.0% | $8,698-64.1% | $5,403-42.3% |