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 5-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 | $21,260 | $27,641-23.1% | $61,373-65.4% | $68,494-69.0% |
| Participation rate | 51.9% | 39.5%+12.4pp | 52.6%-0.7pp | 67.9%-16.0pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $470 | $695-32.5% | $1,159-59.5% | $2,596-81.9% |
| Participant deferral / active EE | $1,793 | $1,263+42.0% | $2,125-15.6% | $4,027-55.5% |
| Admin fee / account holder | $453 | $2,010-77.5% | $2,130-78.7% | $5,403-91.6% |