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 | $17,108 | $27,641-38.1% | $61,373-72.1% | $68,494-75.0% |
| Participation rate | 39.1% | 39.5%-0.4pp | 52.6%-13.4pp | 67.9%-28.8pp |
| Annual return | -16.72% | -13.24%-3.5pp | 338.61%-355.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $469 | $695-32.5% | $1,159-59.5% | $2,596-81.9% |
| Participant deferral / active EE | $998 | $1,263-21.0% | $2,125-53.0% | $4,027-75.2% |
| Admin fee / account holder | $849 | $2,010-57.8% | $2,130-60.1% | $5,403-84.3% |