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 | $31,535 | $27,641+14.1% | $61,373-48.6% | $68,494-54.0% |
| Participation rate | 26.5% | 39.5%-13.0pp | 52.6%-26.0pp | 67.9%-41.4pp |
| Annual return | -16.00% | -13.24%-2.8pp | 338.61%-354.6pp | -7.84%-8.2pp |
| Employer contribution / active EE | $741 | $695+6.6% | $1,159-36.1% | $2,596-71.4% |
| Participant deferral / active EE | $1,634 | $1,263+29.4% | $2,125-23.1% | $4,027-59.4% |
| Admin fee / account holder | $429 | $2,010-78.7% | $2,130-79.9% | $5,403-92.1% |