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 | $13,451 | $73,867-81.8% | $143,757-90.6% | $68,494-80.4% |
| Participation rate | 35.5% | 66.7%-31.2pp | 80.3%-44.8pp | 67.9%-32.4pp |
| Annual return | -19.32% | 1.01%-20.3pp | -0.04%-19.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,533 | $3,384-25.1% | $5,637-55.1% | $4,027-37.1% |
| Admin fee / account holder | $526 | $5,755-90.9% | $14,673-96.4% | $5,403-90.3% |