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 | $61,246 | $27,641+121.6% | $61,373-0.2% | $68,494-10.6% |
| Participation rate | 16.4% | 39.5%-23.1pp | 52.6%-36.2pp | 67.9%-51.5pp |
| Annual return | -16.85% | -13.24%-3.6pp | 338.61%-355.5pp | -7.84%-9.0pp |
| Employer contribution / active EE | $653 | $695-6.1% | $1,159-43.7% | $2,596-74.9% |
| Participant deferral / active EE | $1,969 | $1,263+55.8% | $2,125-7.4% | $4,027-51.1% |
| Admin fee / account holder | $2,857 | $2,010+42.2% | $2,130+34.2% | $5,403-47.1% |