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 | $24,823 | $85,790-71.1% | $67,313-63.1% | $135,375-81.7% |
| Participation rate | 63.2% | 76.5%-13.3pp | 69.1%-5.9pp | 82.6%-19.5pp |
| Annual return | -4.57% | -0.54%-4.0pp | -4.08%-0.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $982 | $3,487-71.8% | $2,566-61.7% | $4,779-79.4% |
| Participant deferral / active EE | $2,032 | $4,651-56.3% | $3,568-43.1% | $5,609-63.8% |
| Admin fee / account holder | $20,199 | $6,392+216.0% | $4,507+348.2% | $10,827+86.6% |