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 | $15,931 | $59,107-73.0% | $86,436-81.6% | $68,494-76.7% |
| Participation rate | 59.3% | 75.2%-16.0pp | 80.3%-21.1pp | 67.9%-8.6pp |
| Annual return | -16.11% | -0.23%-15.9pp | 4394.89%-4411.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,948 | $5,901-50.0% | $6,952-57.6% | $4,027-26.8% |
| Admin fee / account holder | $5,914 | $5,637+4.9% | $6,731-12.1% | $5,403+9.5% |