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 | $27,613 | $49,451-44.2% | $79,550-65.3% | $66,914-58.7% |
| Participation rate | 45.3% | 61.3%-16.0pp | 69.5%-24.2pp | 69.8%-24.5pp |
| Annual return | -18.18% | 84.25%-102.4pp | 0.16%-18.3pp | 1.58%-19.8pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,211 | $3,159-30.0% | $3,985-44.5% | $4,237-47.8% |
| Admin fee / account holder | $2,389 | $595+301.8% | $6,832-65.0% | $593+302.7% |