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 | $62,312 | $27,641+125.4% | $61,373+1.5% | $68,494-9.0% |
| Participation rate | 35.3% | 39.5%-4.2pp | 52.6%-17.3pp | 67.9%-32.6pp |
| Annual return | -17.34% | -13.24%-4.1pp | 338.61%-356.0pp | -7.84%-9.5pp |
| Employer contribution / active EE | $190 | $695-72.6% | $1,159-83.6% | $2,596-92.7% |
| Participant deferral / active EE | $1,494 | $1,263+18.3% | $2,125-29.7% | $4,027-62.9% |
| Admin fee / account holder | $6,092 | $2,010+203.1% | $2,130+186.1% | $5,403+12.8% |