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 | $39,621 | $61,774-35.9% | $97,226-59.2% | $80,856-51.0% |
| Participation rate | 2.8% | 63.5%-60.7pp | 72.7%-69.9pp | 67.6%-64.9pp |
| Annual return | 16.84% | -557.90%+574.7pp | 75.13%-58.3pp | 35.59%-18.8pp |
| Employer contribution / active EE | $452 | $1,837-75.4% | $2,729-83.4% | $2,755-83.6% |
| Participant deferral / active EE | $4,173 | $3,029+37.8% | $4,264-2.1% | $4,296-2.9% |
| Admin fee / account holder | $21,289 | $5,166+312.1% | $5,654+276.6% | $6,918+207.7% |