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 | $15,084 | $49,177-69.3% | $79,464-81.0% | $64,186-76.5% |
| Participation rate | 26.7% | 65.0%-38.4pp | 73.3%-46.7pp | 69.6%-42.9pp |
| Annual return | -7.77% | -1.16%-6.6pp | 718.14%-725.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,050 | $2,821-62.8% | $3,704-71.6% | $3,470-69.7% |
| Admin fee / account holder | $1,081 | $3,839-71.8% | $5,113-78.9% | $4,888-77.9% |