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 | $55,020 | $82,664-33.4% | $125,339-56.1% | $68,494-19.7% |
| Participation rate | 24.2% | 75.0%-50.8pp | 82.4%-58.1pp | 67.9%-43.6pp |
| Annual return | -16.14% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,218 | $6,110-31.0% | $7,446-43.4% | $4,027+4.7% |
| Admin fee / account holder | $12,223 | $6,275+94.8% | $10,010+22.1% | $5,403+126.2% |