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 | $21,144 | $133,958-84.2% | $112,228-81.2% | $134,475-84.3% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -19.00% | 47.11%-66.1pp | 27.45%-46.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,214 | $5,291-58.1% | $4,728-53.2% | $6,400-65.4% |
| Admin fee / account holder | $2,316 | $7,489-69.1% | $6,410-63.9% | $11,426-79.7% |