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 | $33,484 | $32,117+4.3% | $71,086-52.9% | $64,186-47.8% |
| Participation rate | 26.4% | 42.7%-16.3pp | 54.7%-28.2pp | 69.6%-43.2pp |
| Annual return | -7.89% | -5.57%-2.3pp | 650.59%-658.5pp | 7.63%-15.5pp |
| Employer contribution / active EE | $201 | $712-71.8% | $1,088-81.5% | $2,381-91.6% |
| Participant deferral / active EE | $685 | $1,263-45.7% | $1,874-63.4% | $3,470-80.3% |
| Admin fee / account holder | $2,540 | $2,759-8.0% | $3,082-17.6% | $4,888-48.0% |