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 | $20,800 | $97,044-78.6% | $83,333-75.0% | $135,375-84.6% |
| Participation rate | 55.0% | 80.4%-25.4pp | 77.8%-22.8pp | 82.6%-27.6pp |
| Annual return | -2.77% | 12.31%-15.1pp | 10.63%-13.4pp | 519.73%-522.5pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,049 | $5,964-48.9% | $5,565-45.2% | $5,609-45.6% |
| Admin fee / account holder | $28,714 | $8,380+242.7% | $7,510+282.3% | $10,827+165.2% |