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 | $41,935 | $32,117+30.6% | $71,086-41.0% | $64,186-34.7% |
| Participation rate | 50.0% | 42.7%+7.3pp | 54.7%-4.7pp | 69.6%-19.6pp |
| Annual return | -7.77% | -5.57%-2.2pp | 650.59%-658.4pp | 7.63%-15.4pp |
| Employer contribution / active EE | $897 | $712+26.0% | $1,088-17.5% | $2,381-62.3% |
| Participant deferral / active EE | $2,823 | $1,263+123.5% | $1,874+50.6% | $3,470-18.6% |
| Admin fee / account holder | $2,313 | $2,759-16.2% | $3,082-25.0% | $4,888-52.7% |