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 | $45,883 | $57,354-20.0% | $83,848-45.3% | $64,186-28.5% |
| Participation rate | 25.5% | 68.6%-43.1pp | 76.1%-50.7pp | 69.6%-44.1pp |
| Annual return | -4.05% | 11.38%-15.4pp | 850.88%-854.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,844 | $2,993-38.4% | $4,082-54.8% | $3,470-46.8% |
| Admin fee / account holder | $19,094 | $4,046+372.0% | $5,478+248.6% | $4,888+290.6% |