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 | $69,314 | $22,683+205.6% | $61,373+12.9% | - |
| Participation rate | 12.1% | 38.0%-25.8pp | 52.6%-40.4pp | - |
| Annual return | -5.99% | -10.54%+4.6pp | 338.61%-344.6pp | - |
| Employer contribution / active EE | $356 | $484-26.6% | $1,159-69.3% | - |
| Participant deferral / active EE | $755 | $1,321-42.9% | $2,125-64.5% | - |
| Admin fee / account holder | $10,675 | $926+1052.6% | $2,130+401.2% | - |