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 | $11,680 | $27,641-57.7% | $61,373-81.0% | $68,494-82.9% |
| Participation rate | 23.6% | 39.5%-15.9pp | 52.6%-28.9pp | 67.9%-44.3pp |
| Annual return | -14.68% | -13.24%-1.4pp | 338.61%-353.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $187 | $695-73.1% | $1,159-83.9% | $2,596-92.8% |
| Participant deferral / active EE | $425 | $1,263-66.4% | $2,125-80.0% | $4,027-89.5% |
| Admin fee / account holder | $1,063 | $2,010-47.1% | $2,130-50.1% | $5,403-80.3% |