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 | $35,607 | $27,641+28.8% | $61,373-42.0% | $68,494-48.0% |
| Participation rate | 52.7% | 39.5%+13.2pp | 52.6%+0.1pp | 67.9%-15.2pp |
| Annual return | -17.73% | -13.24%-4.5pp | 338.61%-356.3pp | -7.84%-9.9pp |
| Employer contribution / active EE | $789 | $695+13.4% | $1,159-32.0% | $2,596-69.6% |
| Participant deferral / active EE | $1,201 | $1,263-4.9% | $2,125-43.5% | $4,027-70.2% |
| Admin fee / account holder | $337 | $2,010-83.2% | $2,130-84.2% | $5,403-93.8% |