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 | $51,400 | $27,641+86.0% | $61,373-16.2% | $68,494-25.0% |
| Participation rate | 23.5% | 39.5%-16.0pp | 52.6%-29.0pp | 67.9%-44.4pp |
| Annual return | -13.76% | -13.24%-0.5pp | 338.61%-352.4pp | -7.84%-5.9pp |
| Employer contribution / active EE | $278 | $695-60.0% | $1,159-76.0% | $2,596-89.3% |
| Participant deferral / active EE | $860 | $1,263-31.9% | $2,125-59.5% | $4,027-78.7% |
| Admin fee / account holder | $2,176 | $2,010+8.3% | $2,130+2.2% | $5,403-59.7% |