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 | $16,720 | $57,354-70.8% | $83,848-80.1% | $64,186-74.0% |
| Participation rate | 42.9% | 68.6%-25.8pp | 76.1%-33.3pp | 69.6%-26.7pp |
| Annual return | -3.72% | 11.38%-15.1pp | 850.88%-854.6pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,001 | $2,545-60.7% | $3,631-72.4% | $2,381-58.0% |
| Participant deferral / active EE | $1,427 | $2,993-52.3% | $4,082-65.0% | $3,470-58.9% |
| Admin fee / account holder | $1,261 | $4,046-68.8% | $5,478-77.0% | $4,888-74.2% |