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 | $48,503 | $44,103+10.0% | $75,826-36.0% | $64,186-24.4% |
| Participation rate | 34.7% | 62.7%-28.0pp | 68.2%-33.5pp | 69.6%-34.9pp |
| Annual return | -6.50% | -4.72%-1.8pp | 1914.15%-1920.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $765 | $1,446-47.1% | $1,913-60.0% | $2,381-67.9% |
| Participant deferral / active EE | $1,331 | $2,204-39.6% | $2,862-53.5% | $3,470-61.6% |
| Admin fee / account holder | $8,653 | $3,506+146.8% | $4,726+83.1% | $4,888+77.0% |