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 | $21,296 | $32,117-33.7% | $71,086-70.0% | $64,186-66.8% |
| Participation rate | 30.4% | 42.7%-12.3pp | 54.7%-24.3pp | 69.6%-39.2pp |
| Annual return | -3.24% | -5.57%+2.3pp | 650.59%-653.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $511 | $1,263-59.5% | $1,874-72.7% | $3,470-85.3% |
| Admin fee / account holder | $6,480 | $2,759+134.8% | $3,082+110.2% | $4,888+32.6% |