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 | $42,839 | $32,117+33.4% | $71,086-39.7% | $64,186-33.3% |
| Participation rate | 19.2% | 42.7%-23.5pp | 54.7%-35.4pp | 69.6%-50.3pp |
| Annual return | -5.66% | -5.57%-0.1pp | 650.59%-656.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $864 | $1,263-31.6% | $1,874-53.9% | $3,470-75.1% |
| Admin fee / account holder | $3,794 | $2,759+37.5% | $3,082+23.1% | $4,888-22.4% |