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 | $49,822 | $54,350-8.3% | $82,719-39.8% | $68,494-27.3% |
| Participation rate | 28.9% | 63.9%-35.0pp | 72.6%-43.6pp | 67.9%-38.9pp |
| Annual return | -15.98% | -13.67%-2.3pp | 701.18%-717.2pp | -7.84%-8.1pp |
| Employer contribution / active EE | $783 | $2,218-64.7% | $3,009-74.0% | $2,596-69.8% |
| Participant deferral / active EE | $2,020 | $3,246-37.8% | $4,395-54.0% | $4,027-49.8% |
| Admin fee / account holder | $42,109 | $4,395+858.0% | $5,329+690.2% | $5,403+679.4% |