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 | $33,591 | $30,732+9.3% | $59,496-43.5% | $59,632-43.7% |
| Participation rate | 14.3% | 43.2%-28.9pp | 54.6%-40.3pp | 68.7%-54.4pp |
| Annual return | -1.88% | 4.47%-6.3pp | 182.05%-183.9pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $416 | $1,183-64.8% | $1,829-77.3% | $3,192-87.0% |
| Admin fee / account holder | $360 | $2,136-83.2% | $2,232-83.9% | $4,297-91.6% |