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 | $20,731 | $95,193-78.2% | $76,523-72.9% | $135,375-84.7% |
| Participation rate | 22.7% | 74.4%-51.7pp | 68.0%-45.3pp | 82.6%-59.9pp |
| Annual return | -7.45% | 4.85%-12.3pp | -0.27%-7.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,840 | $4,639-60.3% | $3,835-52.0% | $5,609-67.2% |
| Admin fee / account holder | $7,158 | $6,249+14.6% | $4,848+47.6% | $10,827-33.9% |