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 | $33,169 | $51,197-35.2% | $82,719-59.9% | $66,914-50.4% |
| Participation rate | 39.5% | 67.8%-28.3pp | 72.6%-33.1pp | 69.8%-30.3pp |
| Annual return | -15.50% | -9.64%-5.9pp | 701.18%-716.7pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,105 | $2,611-57.7% | $3,009-63.3% | $2,544-56.6% |
| Participant deferral / active EE | $2,765 | $3,458-20.0% | $4,395-37.1% | $4,237-34.7% |
| Admin fee / account holder | $9,803 | $416+2259.2% | $5,329+84.0% | $593+1552.5% |