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 | $32,007 | $27,641+15.8% | $61,373-47.8% | $68,494-53.3% |
| Participation rate | 15.5% | 39.5%-24.0pp | 52.6%-37.1pp | 67.9%-52.4pp |
| Annual return | -16.49% | -13.24%-3.3pp | 338.61%-355.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $484 | $1,263-61.7% | $2,125-77.2% | $4,027-88.0% |
| Admin fee / account holder | $13,178 | $2,010+555.6% | $2,130+518.8% | $5,403+143.9% |