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 | $24,367 | $49,177-50.5% | $79,464-69.3% | $64,186-62.0% |
| Participation rate | 56.6% | 65.0%-8.5pp | 73.3%-16.8pp | 69.6%-13.0pp |
| Annual return | -0.72% | -1.16%+0.4pp | 718.14%-718.9pp | 7.63%-8.4pp |
| Employer contribution / active EE | $461 | $2,076-77.8% | $2,800-83.5% | $2,381-80.6% |
| Participant deferral / active EE | $4,234 | $2,821+50.1% | $3,704+14.3% | $3,470+22.0% |
| Admin fee / account holder | $1,148 | $3,839-70.1% | $5,113-77.5% | $4,888-76.5% |