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 | $18,988 | $50,958-62.7% | $74,550-74.5% | $64,186-70.4% |
| Participation rate | 47.1% | 61.1%-14.0pp | 69.1%-22.1pp | 69.6%-22.5pp |
| Annual return | -3.02% | -1.86%-1.2pp | 32.53%-35.5pp | 7.63%-10.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,108 | $2,301-51.9% | $3,108-64.4% | $3,470-68.1% |
| Admin fee / account holder | $9,971 | $4,223+136.1% | $5,060+97.1% | $4,888+104.0% |