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 | $56,827 | $32,117+76.9% | $71,086-20.1% | $64,186-11.5% |
| Participation rate | 28.3% | 42.7%-14.4pp | 54.7%-26.4pp | 69.6%-41.3pp |
| Annual return | -3.67% | -5.57%+1.9pp | 650.59%-654.3pp | 7.63%-11.3pp |
| Employer contribution / active EE | $691 | $712-3.0% | $1,088-36.5% | $2,381-71.0% |
| Participant deferral / active EE | $2,296 | $1,263+81.8% | $1,874+22.5% | $3,470-33.8% |
| Admin fee / account holder | $12,872 | $2,759+366.5% | $3,082+317.6% | $4,888+163.3% |