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 | $21,656 | $27,641-21.7% | $61,373-64.7% | $68,494-68.4% |
| Participation rate | 42.6% | 39.5%+3.2pp | 52.6%-9.9pp | 67.9%-25.2pp |
| Annual return | -19.92% | -13.24%-6.7pp | 338.61%-358.5pp | -7.84%-12.1pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $929 | $1,263-26.5% | $2,125-56.3% | $4,027-76.9% |
| Admin fee / account holder | $7,572 | $2,010+276.7% | $2,130+255.5% | $5,403+40.2% |