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 | $27,043 | $54,350-50.2% | $82,719-67.3% | $68,494-60.5% |
| Participation rate | 48.1% | 63.9%-15.8pp | 72.6%-24.4pp | 67.9%-19.7pp |
| Annual return | -17.48% | -13.67%-3.8pp | 701.18%-718.7pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,299 | $2,218-41.5% | $3,009-56.8% | $2,596-50.0% |
| Participant deferral / active EE | $1,453 | $3,246-55.2% | $4,395-66.9% | $4,027-63.9% |
| Admin fee / account holder | $549 | $4,395-87.5% | $5,329-89.7% | $5,403-89.8% |