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 | $47,875 | $27,641+73.2% | $61,373-22.0% | $68,494-30.1% |
| Participation rate | 35.6% | 39.5%-3.9pp | 52.6%-17.0pp | 67.9%-32.3pp |
| Annual return | -19.57% | -13.24%-6.3pp | 338.61%-358.2pp | -7.84%-11.7pp |
| Employer contribution / active EE | $347 | $695-50.1% | $1,159-70.1% | $2,596-86.6% |
| Participant deferral / active EE | $1,459 | $1,263+15.5% | $2,125-31.4% | $4,027-63.8% |
| Admin fee / account holder | $302 | $2,010-85.0% | $2,130-85.8% | $5,403-94.4% |