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 | $28,488 | $54,350-47.6% | $82,719-65.6% | $68,494-58.4% |
| Participation rate | 56.0% | 63.9%-7.9pp | 72.6%-16.6pp | 67.9%-11.9pp |
| Annual return | -10.83% | -13.67%+2.8pp | 701.18%-712.0pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,564 | $2,218-29.5% | $3,009-48.0% | $2,596-39.8% |
| Participant deferral / active EE | $1,265 | $3,246-61.0% | $4,395-71.2% | $4,027-68.6% |
| Admin fee / account holder | $850 | $4,395-80.7% | $5,329-84.1% | $5,403-84.3% |