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 | $21,427 | $95,862-77.6% | $79,550-73.1% | $134,475-84.1% |
| Participation rate | 61.5% | 75.0%-13.5pp | 69.5%-7.9pp | 81.2%-19.7pp |
| Annual return | -16.29% | -2.69%-13.6pp | 0.16%-16.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,111 | $3,128-64.5% | $2,413-54.0% | $4,740-76.6% |
| Participant deferral / active EE | $2,669 | $4,693-43.1% | $3,985-33.0% | $6,400-58.3% |
| Admin fee / account holder | $52,951 | $9,126+480.2% | $6,832+675.0% | $11,426+363.4% |