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 | $10,811 | $54,350-80.1% | $82,719-86.9% | $68,494-84.2% |
| Participation rate | 14.3% | 63.9%-49.6pp | 72.6%-58.3pp | 67.9%-53.6pp |
| Annual return | -13.29% | -13.67%+0.4pp | 701.18%-714.5pp | -7.84%-5.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $897 | $3,246-72.4% | $4,395-79.6% | $4,027-77.7% |
| Admin fee / account holder | $11,309 | $4,395+157.3% | $5,329+112.2% | $5,403+109.3% |