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 | $11,412 | $54,229-79.0% | $70,092-83.7% | $68,494-83.3% |
| Participation rate | 50.0% | 64.5%-14.5pp | 70.5%-20.5pp | 67.9%-17.9pp |
| Annual return | -16.32% | -13.87%-2.5pp | 190.73%-207.1pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,665 | $2,018-17.5% | $2,559-34.9% | $2,596-35.9% |
| Participant deferral / active EE | $2,383 | $2,956-19.4% | $3,849-38.1% | $4,027-40.8% |
| Admin fee / account holder | $2,187 | $4,694-53.4% | $6,267-65.1% | $5,403-59.5% |