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 | $23,177 | $39,798-41.8% | $67,711-65.8% | $59,632-61.1% |
| Participation rate | 53.6% | 57.4%-3.8pp | 67.5%-13.9pp | 68.7%-15.1pp |
| Annual return | -1.46% | 89.94%-91.4pp | 25.41%-26.9pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $269 | $1,393-80.7% | $2,559-89.5% | $2,203-87.8% |
| Participant deferral / active EE | $921 | $2,335-60.6% | $3,585-74.3% | $3,192-71.1% |
| Admin fee / account holder | $1,469 | $3,212-54.3% | $4,255-65.5% | $4,297-65.8% |