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 | $13,676 | $67,331-79.7% | $60,874-77.5% | $134,475-89.8% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.1%-35.6pp | 81.2%-43.7pp |
| Annual return | -17.97% | 49.93%-67.9pp | 16.90%-34.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,244 | $4,538-72.6% | $3,817-67.4% | $6,400-80.6% |
| Admin fee / account holder | $3,251 | $4,582-29.1% | $3,224+0.8% | $11,426-71.6% |