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 7-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 | $47,469 | $49,451-4.0% | $79,550-40.3% | $66,914-29.1% |
| Participation rate | 22.9% | 61.3%-38.5pp | 69.5%-46.6pp | 69.8%-46.9pp |
| Annual return | -15.08% | 84.25%-99.3pp | 0.16%-15.2pp | 1.58%-16.7pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,547 | $3,159-51.0% | $3,985-61.2% | $4,237-63.5% |
| Admin fee / account holder | $1,267 | $595+113.1% | $6,832-81.5% | $593+113.5% |