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 | $21,056 | $54,350-61.3% | $82,719-74.5% | $68,494-69.3% |
| Participation rate | 23.1% | 63.9%-40.8pp | 72.6%-49.5pp | 67.9%-44.8pp |
| Annual return | -16.28% | -13.67%-2.6pp | 701.18%-717.5pp | -7.84%-8.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,220 | $3,246-62.4% | $4,395-72.2% | $4,027-69.7% |
| Admin fee / account holder | $1,012 | $4,395-77.0% | $5,329-81.0% | $5,403-81.3% |