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 | $36,655 | $54,350-32.6% | $82,719-55.7% | $68,494-46.5% |
| Participation rate | 10.9% | 63.9%-53.0pp | 72.6%-61.7pp | 67.9%-57.0pp |
| Annual return | -17.41% | -13.67%-3.7pp | 701.18%-718.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,021 | $3,246-68.5% | $4,395-76.8% | $4,027-74.6% |
| Admin fee / account holder | $2,226 | $4,395-49.4% | $5,329-58.2% | $5,403-58.8% |