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 | $43,031 | $32,117+34.0% | $71,086-39.5% | $64,186-33.0% |
| Participation rate | 66.7% | 42.7%+24.0pp | 54.7%+12.0pp | 69.6%-2.9pp |
| Annual return | -0.84% | -5.57%+4.7pp | 650.59%-651.4pp | 7.63%-8.5pp |
| Employer contribution / active EE | $1,550 | $712+117.7% | $1,088+42.5% | $2,381-34.9% |
| Participant deferral / active EE | $4,265 | $1,263+237.7% | $1,874+127.6% | $3,470+22.9% |
| Admin fee / account holder | $28,671 | $2,759+939.1% | $3,082+830.2% | $4,888+486.6% |