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 | $25,626 | $54,350-52.9% | $82,719-69.0% | $68,494-62.6% |
| Participation rate | 24.2% | 63.9%-39.7pp | 72.6%-48.3pp | 67.9%-43.6pp |
| Annual return | -16.67% | -13.67%-3.0pp | 701.18%-717.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $779 | $2,218-64.9% | $3,009-74.1% | $2,596-70.0% |
| Participant deferral / active EE | $957 | $3,246-70.5% | $4,395-78.2% | $4,027-76.2% |
| Admin fee / account holder | $1,060 | $4,395-75.9% | $5,329-80.1% | $5,403-80.4% |