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 | $44,002 | $32,117+37.0% | $71,086-38.1% | $64,186-31.4% |
| Participation rate | 66.7% | 42.7%+24.0pp | 54.7%+12.0pp | 69.6%-2.9pp |
| Annual return | -6.30% | -5.57%-0.7pp | 650.59%-656.9pp | 7.63%-13.9pp |
| Employer contribution / active EE | $367 | $712-48.4% | $1,088-66.2% | $2,381-84.6% |
| Participant deferral / active EE | $2,552 | $1,263+102.0% | $1,874+36.1% | $3,470-26.5% |
| Admin fee / account holder | $8,364 | $2,759+203.1% | $3,082+171.3% | $4,888+71.1% |