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 | $29,782 | $69,010-56.8% | $159,960-81.4% | $68,494-56.5% |
| Participation rate | 48.1% | 65.4%-17.3pp | 78.0%-29.9pp | 67.9%-19.8pp |
| Annual return | -13.18% | -9.65%-3.5pp | 408.60%-421.8pp | -7.84%-5.3pp |
| Employer contribution / active EE | $689 | $2,213-68.9% | $4,226-83.7% | $2,596-73.5% |
| Participant deferral / active EE | $3,333 | $4,212-20.9% | $6,182-46.1% | $4,027-17.2% |
| Admin fee / account holder | $506 | $4,798-89.5% | $8,698-94.2% | $5,403-90.6% |