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 | $19,601 | $92,703-78.9% | $82,719-76.3% | $134,475-85.4% |
| Participation rate | 30.0% | 75.2%-45.2pp | 72.6%-42.6pp | 81.2%-51.2pp |
| Annual return | -8.62% | 944.92%-953.5pp | 701.18%-709.8pp | 417.96%-426.6pp |
| Employer contribution / active EE | $936 | $3,274-71.4% | $3,009-68.9% | $4,740-80.2% |
| Participant deferral / active EE | $1,313 | $4,802-72.7% | $4,395-70.1% | $6,400-79.5% |
| Admin fee / account holder | $11,426 | $5,983+91.0% | $5,329+114.4% | $11,4260% |