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 | $12,584 | $27,641-54.5% | $61,373-79.5% | $68,494-81.6% |
| Participation rate | 36.1% | 39.5%-3.3pp | 52.6%-16.4pp | 67.9%-31.7pp |
| Annual return | -16.81% | -13.24%-3.6pp | 338.61%-355.4pp | -7.84%-9.0pp |
| Employer contribution / active EE | $366 | $695-47.4% | $1,159-68.5% | $2,596-85.9% |
| Participant deferral / active EE | $556 | $1,263-56.0% | $2,125-73.8% | $4,027-86.2% |
| Admin fee / account holder | $1,144 | $2,010-43.1% | $2,130-46.3% | $5,403-78.8% |