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 | $13,309 | $32,117-58.6% | $71,086-81.3% | $64,186-79.3% |
| Participation rate | 51.7% | 42.7%+9.0pp | 54.7%-3.0pp | 69.6%-17.9pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $375 | $712-47.4% | $1,088-65.5% | $2,381-84.3% |
| Participant deferral / active EE | $1,091 | $1,263-13.6% | $1,874-41.8% | $3,470-68.6% |
| Admin fee / account holder | $890 | $2,759-67.8% | $3,082-71.1% | $4,888-81.8% |