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 | $36,795 | $27,641+33.1% | $61,373-40.0% | $68,494-46.3% |
| Participation rate | 9.0% | 39.5%-30.5pp | 52.6%-43.6pp | 67.9%-58.9pp |
| Annual return | -18.98% | -13.24%-5.7pp | 338.61%-357.6pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $306 | $1,263-75.7% | $2,125-85.6% | $4,027-92.4% |
| Admin fee / account holder | $3,032 | $2,010+50.9% | $2,130+42.4% | $5,403-43.9% |