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 | $27,505 | $27,641-0.5% | $61,373-55.2% | $68,494-59.8% |
| Participation rate | 48.8% | 39.5%+9.3pp | 52.6%-3.7pp | 67.9%-19.1pp |
| Annual return | -15.81% | -13.24%-2.6pp | 338.61%-354.4pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,075 | $695+54.6% | $1,159-7.3% | $2,596-58.6% |
| Participant deferral / active EE | $2,788 | $1,263+120.7% | $2,125+31.2% | $4,027-30.8% |
| Admin fee / account holder | $998 | $2,010-50.4% | $2,130-53.1% | $5,403-81.5% |