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 | $22,045 | $49,177-55.2% | $79,464-72.3% | $64,186-65.7% |
| Participation rate | 47.9% | 65.0%-17.1pp | 73.3%-25.5pp | 69.6%-21.7pp |
| Annual return | -4.94% | -1.16%-3.8pp | 718.14%-723.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $450 | $2,076-78.3% | $2,800-83.9% | $2,381-81.1% |
| Participant deferral / active EE | $1,090 | $2,821-61.4% | $3,704-70.6% | $3,470-68.6% |
| Admin fee / account holder | $5,703 | $3,839+48.6% | $5,113+11.5% | $4,888+16.7% |