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 5-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 | $40,553 | $51,228-20.8% | $77,024-47.3% | - |
| Participation rate | 1.0% | 44.6%-43.6pp | 67.9%-66.9pp | - |
| Annual return | -18.96% | 16.76%-35.7pp | 42.32%-61.3pp | - |
| Employer contribution / active EE | $0 | $1,482-100.0% | $2,812-100.0% | - |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,426-100.0% | - |
| Admin fee / account holder | $350 | $14,093-97.5% | $5,425-93.5% | - |