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 | $17,821 | $49,177-63.8% | $79,464-77.6% | $64,186-72.2% |
| Participation rate | 32.1% | 65.0%-32.9pp | 73.3%-41.2pp | 69.6%-37.4pp |
| Annual return | -6.10% | -1.16%-4.9pp | 718.14%-724.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,359 | $2,821+19.0% | $3,704-9.3% | $3,470-3.2% |
| Admin fee / account holder | $582 | $3,839-84.8% | $5,113-88.6% | $4,888-88.1% |