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 | $24,666 | $45,566-45.9% | $64,105-61.5% | $59,632-58.6% |
| Participation rate | 48.5% | 60.2%-11.7pp | 68.2%-19.7pp | 68.7%-20.2pp |
| Annual return | -0.56% | 4.95%-5.5pp | 791.24%-791.8pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,140 | $2,057-44.5% | $2,822-59.6% | $3,192-64.3% |
| Admin fee / account holder | $1,793 | $3,268-45.1% | $4,499-60.2% | $4,297-58.3% |