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 | $22,857 | $27,641-17.3% | $61,373-62.8% | $68,494-66.6% |
| Participation rate | 34.8% | 39.5%-4.7pp | 52.6%-17.8pp | 67.9%-33.1pp |
| Annual return | -12.58% | -13.24%+0.7pp | 338.61%-351.2pp | -7.84%-4.7pp |
| Employer contribution / active EE | $732 | $695+5.2% | $1,159-36.9% | $2,596-71.8% |
| Participant deferral / active EE | $4,488 | $1,263+255.3% | $2,125+111.2% | $4,027+11.4% |
| Admin fee / account holder | $5,680 | $2,010+182.6% | $2,130+166.7% | $5,403+5.1% |