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 | $15,828 | $54,350-70.9% | $82,719-80.9% | $68,494-76.9% |
| Participation rate | 37.5% | 63.9%-26.4pp | 72.6%-35.1pp | 67.9%-30.4pp |
| Annual return | -16.77% | -13.67%-3.1pp | 701.18%-717.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $535 | $2,218-75.9% | $3,009-82.2% | $2,596-79.4% |
| Participant deferral / active EE | $1,533 | $3,246-52.8% | $4,395-65.1% | $4,027-61.9% |
| Admin fee / account holder | $694 | $4,395-84.2% | $5,329-87.0% | $5,403-87.2% |