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 | $23,810 | $32,117-25.9% | $71,086-66.5% | $64,186-62.9% |
| Participation rate | 55.0% | 42.7%+12.3pp | 54.7%+0.3pp | 69.6%-14.6pp |
| Annual return | -6.21% | -5.57%-0.6pp | 650.59%-656.8pp | 7.63%-13.8pp |
| Employer contribution / active EE | $571 | $712-19.9% | $1,088-47.5% | $2,381-76.0% |
| Participant deferral / active EE | $1,053 | $1,263-16.6% | $1,874-43.8% | $3,470-69.7% |
| Admin fee / account holder | $1,084 | $2,759-60.7% | $3,082-64.8% | $4,888-77.8% |