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 | $32,154 | $54,350-40.8% | $82,719-61.1% | $68,494-53.1% |
| Participation rate | 42.5% | 63.9%-21.4pp | 72.6%-30.1pp | 67.9%-25.4pp |
| Annual return | -16.03% | -13.67%-2.4pp | 701.18%-717.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $874 | $2,218-60.6% | $3,009-71.0% | $2,596-66.3% |
| Participant deferral / active EE | $2,244 | $3,246-30.9% | $4,395-48.9% | $4,027-44.3% |
| Admin fee / account holder | $4,464 | $4,395+1.6% | $5,329-16.2% | $5,403-17.4% |