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 | $43,898 | $90,320-51.4% | $59,496-26.2% | $125,391-65.0% |
| Participation rate | 68.8% | 68.3%+0.5pp | 54.6%+14.2pp | 83.2%-14.4pp |
| Annual return | -0.02% | 369.13%-369.1pp | 182.05%-182.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $413 | $1,792-76.9% | $1,153-64.2% | $4,866-91.5% |
| Participant deferral / active EE | $2,324 | $2,716-14.4% | $1,829+27.0% | $5,352-56.6% |
| Admin fee / account holder | $1,135 | $3,063-63.0% | $2,232-49.2% | $9,540-88.1% |