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 | $25,949 | $54,350-52.3% | $82,719-68.6% | $68,494-62.1% |
| Participation rate | 44.4% | 63.9%-19.5pp | 72.6%-28.1pp | 67.9%-23.4pp |
| Annual return | -15.10% | -13.67%-1.4pp | 701.18%-716.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $468 | $2,218-78.9% | $3,009-84.5% | $2,596-82.0% |
| Participant deferral / active EE | $1,716 | $3,246-47.1% | $4,395-60.9% | $4,027-57.4% |
| Admin fee / account holder | $15,817 | $4,395+259.9% | $5,329+196.8% | $5,403+192.8% |