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 | $43,386 | $56,199-22.8% | $67,652-35.9% | $59,632-27.2% |
| Participation rate | 56.4% | 71.5%-15.1pp | 75.7%-19.3pp | 68.7%-12.3pp |
| Annual return | -0.68% | 18505.31%-18506.0pp | 6625.04%-6625.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $714 | $1,614-55.8% | $2,266-68.5% | $2,203-67.6% |
| Participant deferral / active EE | $2,063 | $2,844-27.4% | $3,560-42.0% | $3,192-35.4% |
| Admin fee / account holder | $1,952 | $3,958-50.7% | $4,821-59.5% | $4,297-54.6% |