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 | $57,987 | $73,867-21.5% | $143,757-59.7% | $68,494-15.3% |
| Participation rate | 57.7% | 66.7%-9.0pp | 80.3%-22.6pp | 67.9%-10.2pp |
| Annual return | -17.07% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,671 | $3,384-50.6% | $5,637-70.4% | $4,027-58.5% |
| Admin fee / account holder | $708 | $5,755-87.7% | $14,673-95.2% | $5,403-86.9% |