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 | $21,412 | $46,360-53.8% | $147,614-85.5% | $52,331-59.1% |
| Participation rate | 34.3% | 64.9%-30.7pp | 84.6%-50.4pp | 68.1%-33.8pp |
| Annual return | -1.16% | 1.62%-2.8pp | 61.98%-63.1pp | 4.54%-5.7pp |
| Employer contribution / active EE | $462 | $2,126-78.3% | $5,564-91.7% | $1,882-75.5% |
| Participant deferral / active EE | $820 | $2,258-63.7% | $4,895-83.3% | $3,022-72.9% |
| Admin fee / account holder | $1,148 | $766+49.9% | $11,611-90.1% | $592+94.0% |