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 9-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 | $44,820 | $27,641+62.2% | $61,373-27.0% | $68,494-34.6% |
| Participation rate | 15.1% | 39.5%-24.4pp | 52.6%-37.5pp | 67.9%-52.8pp |
| Annual return | -19.79% | -13.24%-6.6pp | 338.61%-358.4pp | -7.84%-11.9pp |
| Employer contribution / active EE | $207 | $695-70.2% | $1,159-82.1% | $2,596-92.0% |
| Participant deferral / active EE | $320 | $1,263-74.7% | $2,125-84.9% | $4,027-92.0% |
| Admin fee / account holder | $634 | $2,010-68.4% | $2,130-70.2% | $5,403-88.3% |