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 | $26,571 | $75,828-65.0% | $147,614-82.0% | $59,632-55.4% |
| Participation rate | 44.0% | 71.6%-27.6pp | 84.6%-40.6pp | 68.7%-24.7pp |
| Annual return | -2.34% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $936 | $3,130-70.1% | $4,895-80.9% | $3,192-70.7% |
| Admin fee / account holder | $1,856 | $5,985-69.0% | $11,611-84.0% | $4,297-56.8% |