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 | $27,810 | $49,177-43.4% | $79,464-65.0% | $64,186-56.7% |
| Participation rate | 49.0% | 65.0%-16.1pp | 73.3%-24.4pp | 69.6%-20.6pp |
| Annual return | -7.66% | -1.16%-6.5pp | 718.14%-725.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $465 | $2,076-77.6% | $2,800-83.4% | $2,381-80.5% |
| Participant deferral / active EE | $1,601 | $2,821-43.3% | $3,704-56.8% | $3,470-53.9% |
| Admin fee / account holder | $1,151 | $3,839-70.0% | $5,113-77.5% | $4,888-76.5% |