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 | $15,891 | $152,509-89.6% | $117,472-86.5% | $134,475-88.2% |
| Participation rate | 27.3% | 77.1%-49.8pp | 70.6%-43.3pp | 81.2%-53.9pp |
| Annual return | -18.43% | 52.99%-71.4pp | 29.74%-48.2pp | 417.96%-436.4pp |
| Employer contribution / active EE | $330 | $5,571-94.1% | $4,176-92.1% | $4,740-93.0% |
| Participant deferral / active EE | $728 | $4,818-84.9% | $4,070-82.1% | $6,400-88.6% |
| Admin fee / account holder | $21,874 | $7,004+212.3% | $5,645+287.5% | $11,426+91.4% |