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 | $41,059 | $49,177-16.5% | $79,464-48.3% | $64,186-36.0% |
| Participation rate | 34.3% | 65.0%-30.7pp | 73.3%-39.1pp | 69.6%-35.3pp |
| Annual return | -3.72% | -1.16%-2.6pp | 718.14%-721.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $953 | $2,076-54.1% | $2,800-66.0% | $2,381-60.0% |
| Participant deferral / active EE | $1,464 | $2,821-48.1% | $3,704-60.5% | $3,470-57.8% |
| Admin fee / account holder | $13,451 | $3,839+250.4% | $5,113+163.1% | $4,888+175.2% |