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 | $29,089 | $54,350-46.5% | $82,719-64.8% | $68,494-57.5% |
| Participation rate | 54.4% | 63.9%-9.5pp | 72.6%-18.1pp | 67.9%-13.5pp |
| Annual return | -15.63% | -13.67%-2.0pp | 701.18%-716.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,492 | $2,218-32.7% | $3,009-50.4% | $2,596-42.5% |
| Participant deferral / active EE | $2,306 | $3,246-29.0% | $4,395-47.5% | $4,027-42.7% |
| Admin fee / account holder | $507 | $4,395-88.5% | $5,329-90.5% | $5,403-90.6% |