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 | $25,786 | $27,641-6.7% | $61,373-58.0% | $68,494-62.4% |
| Participation rate | 23.9% | 39.5%-15.6pp | 52.6%-28.7pp | 67.9%-44.0pp |
| Annual return | -13.51% | -13.24%-0.3pp | 338.61%-352.1pp | -7.84%-5.7pp |
| Employer contribution / active EE | $234 | $695-66.4% | $1,159-79.8% | $2,596-91.0% |
| Participant deferral / active EE | $323 | $1,263-74.5% | $2,125-84.8% | $4,027-92.0% |
| Admin fee / account holder | $443 | $2,010-77.9% | $2,130-79.2% | $5,403-91.8% |