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 | $34,668 | $57,354-39.6% | $83,848-58.7% | $64,186-46.0% |
| Participation rate | 60.0% | 68.6%-8.6pp | 76.1%-16.1pp | 69.6%-9.6pp |
| Annual return | -4.83% | 11.38%-16.2pp | 850.88%-855.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,862 | $2,545-26.9% | $3,631-48.7% | $2,381-21.8% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,130 | $4,046+125.7% | $5,478+66.7% | $4,888+86.8% |