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 | $52,919 | $27,641+91.5% | $61,373-13.8% | $68,494-22.7% |
| Participation rate | 48.0% | 39.5%+8.5pp | 52.6%-4.6pp | 67.9%-19.9pp |
| Annual return | -17.88% | -13.24%-4.6pp | 338.61%-356.5pp | -7.84%-10.0pp |
| Employer contribution / active EE | $784 | $695+12.7% | $1,159-32.4% | $2,596-69.8% |
| Participant deferral / active EE | $2,378 | $1,263+88.2% | $2,125+11.9% | $4,027-41.0% |
| Admin fee / account holder | $798 | $2,010-60.3% | $2,130-62.5% | $5,403-85.2% |