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 | $24,271 | $76,000-68.1% | $154,107-84.3% | $64,186-62.2% |
| Participation rate | 61.7% | 70.4%-8.7pp | 83.0%-21.3pp | 69.6%-7.9pp |
| Annual return | -1.11% | 30.32%-31.4pp | 735.12%-736.2pp | 7.63%-8.7pp |
| Employer contribution / active EE | $623 | $3,351-81.4% | $5,298-88.2% | $2,381-73.8% |
| Participant deferral / active EE | $918 | $3,175-71.1% | $5,081-81.9% | $3,470-73.5% |
| Admin fee / account holder | $5,053 | $5,596-9.7% | $13,411-62.3% | $4,888+3.4% |