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 | $14,781 | $76,000-80.6% | $154,107-90.4% | $64,186-77.0% |
| Participation rate | 49.4% | 70.4%-21.0pp | 83.0%-33.6pp | 69.6%-20.1pp |
| Annual return | -7.86% | 30.32%-38.2pp | 735.12%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $839 | $3,351-75.0% | $5,298-84.2% | $2,381-64.8% |
| Participant deferral / active EE | $1,714 | $3,175-46.0% | $5,081-66.3% | $3,470-50.6% |
| Admin fee / account holder | $512 | $5,596-90.9% | $13,411-96.2% | $4,888-89.5% |