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 | $16,918 | $49,177-65.6% | $79,464-78.7% | $64,186-73.6% |
| Participation rate | 36.8% | 65.0%-28.2pp | 73.3%-36.5pp | 69.6%-32.7pp |
| Annual return | -3.25% | -1.16%-2.1pp | 718.14%-721.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,291 | $2,821+16.7% | $3,704-11.1% | $3,470-5.1% |
| Admin fee / account holder | $2,347 | $3,839-38.8% | $5,113-54.1% | $4,888-52.0% |