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 | $9,131 | $54,350-83.2% | $82,719-89.0% | $68,494-86.7% |
| Participation rate | 66.7% | 63.9%+2.7pp | 72.6%-5.9pp | 67.9%-1.2pp |
| Annual return | -17.75% | -13.67%-4.1pp | 701.18%-718.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,431 | $2,218-35.5% | $3,009-52.5% | $2,596-44.9% |
| Participant deferral / active EE | $1,297 | $3,246-60.1% | $4,395-70.5% | $4,027-67.8% |
| Admin fee / account holder | $477 | $4,395-89.1% | $5,329-91.0% | $5,403-91.2% |