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 | $19,315 | $78,694-75.5% | $67,652-71.4% | $125,391-84.6% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | -0.20% | 9.46%-9.7pp | 6625.04%-6625.2pp | 282.22%-282.4pp |
| Employer contribution / active EE | $799 | $3,044-73.8% | $2,266-64.7% | $4,866-83.6% |
| Participant deferral / active EE | $1,307 | $4,292-69.6% | $3,560-63.3% | $5,352-75.6% |
| Admin fee / account holder | $40,291 | $7,403+444.3% | $4,821+735.8% | $9,540+322.3% |