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 | $28,592 | $32,117-11.0% | $71,086-59.8% | $64,186-55.5% |
| Participation rate | 56.8% | 42.7%+14.1pp | 54.7%+2.2pp | 69.6%-12.8pp |
| Annual return | -0.17% | -5.57%+5.4pp | 650.59%-650.8pp | 7.63%-7.8pp |
| Employer contribution / active EE | $499 | $712-29.9% | $1,088-54.1% | $2,381-79.0% |
| Participant deferral / active EE | $1,997 | $1,263+58.2% | $1,874+6.6% | $3,470-42.4% |
| Admin fee / account holder | $1,342 | $2,759-51.4% | $3,082-56.5% | $4,888-72.5% |