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 | $26,149 | $27,641-5.4% | $61,373-57.4% | $68,494-61.8% |
| Participation rate | 66.7% | 39.5%+27.2pp | 52.6%+14.1pp | 67.9%-1.2pp |
| Annual return | -10.50% | -13.24%+2.7pp | 338.61%-349.1pp | -7.84%-2.7pp |
| Employer contribution / active EE | $645 | $695-7.3% | $1,159-44.4% | $2,596-75.2% |
| Participant deferral / active EE | $1,600 | $1,263+26.6% | $2,125-24.7% | $4,027-60.3% |
| Admin fee / account holder | $1,097 | $2,010-45.4% | $2,130-48.5% | $5,403-79.7% |