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 | $40,878 | $32,117+27.3% | $71,086-42.5% | $64,186-36.3% |
| Participation rate | 68.7% | 42.7%+26.0pp | 54.7%+14.0pp | 69.6%-0.9pp |
| Annual return | -4.29% | -5.57%+1.3pp | 650.59%-654.9pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,673 | $712+134.9% | $1,088+53.8% | $2,381-29.7% |
| Participant deferral / active EE | $3,643 | $1,263+188.5% | $1,874+94.4% | $3,470+5.0% |
| Admin fee / account holder | $2,309 | $2,759-16.3% | $3,082-25.1% | $4,888-52.8% |