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 | $64,776 | $94,529-31.5% | $140,016-53.7% | $64,186+0.9% |
| Participation rate | 54.3% | 84.1%-29.8pp | 87.5%-33.2pp | 69.6%-15.3pp |
| Annual return | -3.83% | 7.77%-11.6pp | 651.12%-654.9pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,580 | $3,812-58.6% | $5,606-71.8% | $2,381-33.7% |
| Participant deferral / active EE | $3,275 | $5,250-37.6% | $6,927-52.7% | $3,470-5.6% |
| Admin fee / account holder | $964 | $6,741-85.7% | $10,705-91.0% | $4,888-80.3% |