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 | $38,157 | $32,117+18.8% | $71,086-46.3% | $64,186-40.6% |
| Participation rate | 62.9% | 42.7%+20.2pp | 54.7%+8.2pp | 69.6%-6.7pp |
| Annual return | -7.94% | -5.57%-2.4pp | 650.59%-658.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $912 | $712+28.1% | $1,088-16.1% | $2,381-61.7% |
| Participant deferral / active EE | $2,839 | $1,263+124.8% | $1,874+51.5% | $3,470-18.2% |
| Admin fee / account holder | $3,420 | $2,759+23.9% | $3,082+11.0% | $4,888-30.0% |