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 | $16,064 | $27,641-41.9% | $61,373-73.8% | $68,494-76.5% |
| Participation rate | 25.4% | 39.5%-14.1pp | 52.6%-27.2pp | 67.9%-42.5pp |
| Annual return | -17.37% | -13.24%-4.1pp | 338.61%-356.0pp | -7.84%-9.5pp |
| Employer contribution / active EE | $254 | $695-63.5% | $1,159-78.1% | $2,596-90.2% |
| Participant deferral / active EE | $1,352 | $1,263+7.1% | $2,125-36.4% | $4,027-66.4% |
| Admin fee / account holder | $6,189 | $2,010+207.9% | $2,130+190.6% | $5,403+14.6% |