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 | $31,972 | $27,641+15.7% | $61,373-47.9% | $68,494-53.3% |
| Participation rate | 29.7% | 39.5%-9.8pp | 52.6%-22.8pp | 67.9%-38.2pp |
| Annual return | -5.57% | -13.24%+7.7pp | 338.61%-344.2pp | -7.84%+2.3pp |
| Employer contribution / active EE | $1,080 | $695+55.2% | $1,159-6.9% | $2,596-58.4% |
| Participant deferral / active EE | $1,868 | $1,263+47.9% | $2,125-12.1% | $4,027-53.6% |
| Admin fee / account holder | $7,824 | $2,010+289.3% | $2,130+267.4% | $5,403+44.8% |