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 | $44,927 | $44,873+0.1% | $79,464-43.5% | $56,287-20.2% |
| Participation rate | 31.1% | 68.7%-37.7pp | 73.3%-42.3pp | 69.9%-38.8pp |
| Annual return | -5.26% | 0.81%-6.1pp | 718.14%-723.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $669 | $2,140-68.7% | $2,800-76.1% | $2,111-68.3% |
| Participant deferral / active EE | $1,248 | $2,746-54.5% | $3,704-66.3% | $3,350-62.7% |
| Admin fee / account holder | $1,740 | $418+315.9% | $5,113-66.0% | $521+234.0% |