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 | $21,392 | $27,641-22.6% | $61,373-65.1% | $68,494-68.8% |
| Participation rate | 14.9% | 39.5%-24.6pp | 52.6%-37.7pp | 67.9%-53.0pp |
| Annual return | -16.04% | -13.24%-2.8pp | 338.61%-354.7pp | -7.84%-8.2pp |
| Employer contribution / active EE | $634 | $695-8.8% | $1,159-45.3% | $2,596-75.6% |
| Participant deferral / active EE | $1,608 | $1,263+27.3% | $2,125-24.3% | $4,027-60.1% |
| Admin fee / account holder | $999 | $2,010-50.3% | $2,130-53.1% | $5,403-81.5% |