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 | $30,074 | $32,117-6.4% | $71,086-57.7% | $64,186-53.1% |
| Participation rate | 49.5% | 42.7%+6.8pp | 54.7%-5.2pp | 69.6%-20.1pp |
| Annual return | -6.26% | -5.57%-0.7pp | 650.59%-656.9pp | 7.63%-13.9pp |
| Employer contribution / active EE | $417 | $712-41.4% | $1,088-61.7% | $2,381-82.5% |
| Participant deferral / active EE | $1,310 | $1,263+3.7% | $1,874-30.1% | $3,470-62.3% |
| Admin fee / account holder | $983 | $2,759-64.4% | $3,082-68.1% | $4,888-79.9% |