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 | $64,899 | $27,641+134.8% | $61,373+5.7% | $68,494-5.2% |
| Participation rate | 9.1% | 39.5%-30.4pp | 52.6%-43.5pp | 67.9%-58.8pp |
| Annual return | -19.27% | -13.24%-6.0pp | 338.61%-357.9pp | -7.84%-11.4pp |
| Employer contribution / active EE | $232 | $695-66.7% | $1,159-80.0% | $2,596-91.1% |
| Participant deferral / active EE | $721 | $1,263-42.9% | $2,125-66.1% | $4,027-82.1% |
| Admin fee / account holder | $1,821 | $2,010-9.4% | $2,130-14.5% | $5,403-66.3% |