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 | $35,936 | $54,229-33.7% | $70,092-48.7% | $68,494-47.5% |
| Participation rate | 17.6% | 64.5%-46.8pp | 70.5%-52.8pp | 67.9%-50.2pp |
| Annual return | -7.42% | -13.87%+6.4pp | 190.73%-198.2pp | -7.84%+0.4pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,376 | $2,956-53.5% | $3,849-64.3% | $4,027-65.8% |
| Admin fee / account holder | $6,385 | $4,694+36.0% | $6,267+1.9% | $5,403+18.2% |