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 | $41,118 | $49,177-16.4% | $79,464-48.3% | $64,186-35.9% |
| Participation rate | 37.5% | 65.0%-27.5pp | 73.3%-35.8pp | 69.6%-32.1pp |
| Annual return | -5.21% | -1.16%-4.1pp | 718.14%-723.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $239 | $2,076-88.5% | $2,800-91.5% | $2,381-90.0% |
| Participant deferral / active EE | $954 | $2,821-66.2% | $3,704-74.2% | $3,470-72.5% |
| Admin fee / account holder | $23,450 | $3,839+510.9% | $5,113+358.6% | $4,888+379.7% |