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 | $14,615 | $49,177-70.3% | $79,464-81.6% | $64,186-77.2% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.3%-23.3pp | 69.6%-19.6pp |
| Annual return | -6.09% | -1.16%-4.9pp | 718.14%-724.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $820 | $2,076-60.5% | $2,800-70.7% | $2,381-65.6% |
| Participant deferral / active EE | $1,203 | $2,821-57.4% | $3,704-67.5% | $3,470-65.3% |
| Admin fee / account holder | $7,266 | $3,839+89.3% | $5,113+42.1% | $4,888+48.7% |