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 | $19,800 | $32,117-38.3% | $71,086-72.1% | $64,186-69.2% |
| Participation rate | 23.4% | 42.7%-19.3pp | 54.7%-31.2pp | 69.6%-46.2pp |
| Annual return | -9.51% | -5.57%-3.9pp | 650.59%-660.1pp | 7.63%-17.1pp |
| Employer contribution / active EE | $538 | $712-24.4% | $1,088-50.5% | $2,381-77.4% |
| Participant deferral / active EE | $851 | $1,263-32.6% | $1,874-54.6% | $3,470-75.5% |
| Admin fee / account holder | $730 | $2,759-73.6% | $3,082-76.3% | $4,888-85.1% |