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 | $130,182 | $27,641+371.0% | $61,373+112.1% | $68,494+90.1% |
| Participation rate | 7.7% | 39.5%-31.8pp | 52.6%-44.9pp | 67.9%-60.2pp |
| Annual return | -17.46% | -13.24%-4.2pp | 338.61%-356.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $253 | $695-63.6% | $1,159-78.2% | $2,596-90.3% |
| Participant deferral / active EE | $941 | $1,263-25.5% | $2,125-55.7% | $4,027-76.6% |
| Admin fee / account holder | $565 | $2,010-71.9% | $2,130-73.5% | $5,403-89.5% |