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 | $44,123 | $27,641+59.6% | $61,373-28.1% | $68,494-35.6% |
| Participation rate | 50.0% | 39.5%+10.5pp | 52.6%-2.6pp | 67.9%-17.9pp |
| Annual return | -17.07% | -13.24%-3.8pp | 338.61%-355.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,582 | $695+127.5% | $1,159+36.5% | $2,596-39.1% |
| Participant deferral / active EE | $1,948 | $1,263+54.2% | $2,125-8.3% | $4,027-51.6% |
| Admin fee / account holder | $1,811 | $2,010-9.9% | $2,130-15.0% | $5,403-66.5% |