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 | $13,071 | $84,695-84.6% | $73,843-82.3% | $125,391-89.6% |
| Participation rate | 27.3% | 76.8%-49.5pp | 73.4%-46.2pp | 83.2%-55.9pp |
| Annual return | -2.08% | 3123.53%-3125.6pp | 2267.84%-2269.9pp | 282.22%-284.3pp |
| Employer contribution / active EE | $175 | $3,123-94.4% | $2,787-93.7% | $4,866-96.4% |
| Participant deferral / active EE | $754 | $3,992-81.1% | $3,583-79.0% | $5,352-85.9% |
| Admin fee / account holder | $5,518 | $5,691-3.0% | $4,880+13.1% | $9,540-42.2% |