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 | $64,245 | $57,354+12.0% | $83,848-23.4% | $64,186+0.1% |
| Participation rate | 31.3% | 68.6%-37.4pp | 76.1%-44.9pp | 69.6%-38.3pp |
| Annual return | -3.75% | 11.38%-15.1pp | 850.88%-854.6pp | 7.63%-11.4pp |
| Employer contribution / active EE | $711 | $2,545-72.1% | $3,631-80.4% | $2,381-70.1% |
| Participant deferral / active EE | $1,592 | $2,993-46.8% | $4,082-61.0% | $3,470-54.1% |
| Admin fee / account holder | $423 | $4,046-89.6% | $5,478-92.3% | $4,888-91.4% |