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 | $33,667 | $76,000-55.7% | $154,107-78.2% | $64,186-47.5% |
| Participation rate | 11.8% | 70.4%-58.7pp | 83.0%-71.3pp | 69.6%-57.8pp |
| Annual return | -1.43% | 30.32%-31.7pp | 735.12%-736.6pp | 7.63%-9.1pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,245 | $3,175-60.8% | $5,081-75.5% | $3,470-64.1% |
| Admin fee / account holder | $2,303 | $5,596-58.8% | $13,411-82.8% | $4,888-52.9% |