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 | $27,343 | $45,566-40.0% | $64,105-57.3% | $59,632-54.1% |
| Participation rate | 60.9% | 60.2%+0.7pp | 68.2%-7.3pp | 68.7%-7.8pp |
| Annual return | -0.94% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $507 | $934-45.7% | $1,820-72.1% | $2,203-77.0% |
| Participant deferral / active EE | $2,402 | $2,057+16.8% | $2,822-14.9% | $3,192-24.7% |
| Admin fee / account holder | $2,130 | $3,268-34.8% | $4,499-52.6% | $4,297-50.4% |