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 | $32,768 | $27,641+18.5% | $61,373-46.6% | $68,494-52.2% |
| Participation rate | 29.6% | 39.5%-9.9pp | 52.6%-22.9pp | 67.9%-38.3pp |
| Annual return | -16.77% | -13.24%-3.5pp | 338.61%-355.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $841 | $1,263-33.4% | $2,125-60.4% | $4,027-79.1% |
| Admin fee / account holder | $5,327 | $2,010+165.1% | $2,130+150.2% | $5,403-1.4% |