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 | $42,158 | $27,641+52.5% | $61,373-31.3% | $68,494-38.5% |
| Participation rate | 69.4% | 39.5%+30.0pp | 52.6%+16.9pp | 67.9%+1.6pp |
| Annual return | -19.22% | -13.24%-6.0pp | 338.61%-357.8pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,376 | $695+97.8% | $1,159+18.7% | $2,596-47.0% |
| Participant deferral / active EE | $3,305 | $1,263+161.7% | $2,125+55.6% | $4,027-17.9% |
| Admin fee / account holder | $996 | $2,010-50.4% | $2,130-53.2% | $5,403-81.6% |