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 | $26,868 | $27,641-2.8% | $61,373-56.2% | $68,494-60.8% |
| Participation rate | 37.8% | 39.5%-1.7pp | 52.6%-14.8pp | 67.9%-30.1pp |
| Annual return | -11.82% | -13.24%+1.4pp | 338.61%-350.4pp | -7.84%-4.0pp |
| Employer contribution / active EE | $137 | $695-80.4% | $1,159-88.2% | $2,596-94.7% |
| Participant deferral / active EE | $617 | $1,263-51.1% | $2,125-70.9% | $4,027-84.7% |
| Admin fee / account holder | $1,607 | $2,010-20.1% | $2,130-24.6% | $5,403-70.3% |