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 | $26,842 | $69,518-61.4% | $59,878-55.2% | $135,375-80.2% |
| Participation rate | 31.3% | 77.8%-46.6pp | 74.7%-43.4pp | 82.6%-51.4pp |
| Annual return | -6.90% | 7.94%-14.8pp | 3.46%-10.4pp | 519.73%-526.6pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,150 | $4,206-72.7% | $3,402-66.2% | $5,609-79.5% |
| Admin fee / account holder | $2,870 | $5,734-50.0% | $3,590-20.1% | $10,827-73.5% |