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 | $32,778 | $39,245-16.5% | $64,105-48.9% | $52,331-37.4% |
| Participation rate | 47.3% | 58.2%-10.9pp | 68.2%-20.8pp | 68.1%-20.8pp |
| Annual return | -0.56% | 14.79%-15.3pp | 791.24%-791.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $382 | $736-48.1% | $1,820-79.0% | $1,882-79.7% |
| Participant deferral / active EE | $2,412 | $1,992+21.1% | $2,822-14.5% | $3,022-20.2% |
| Admin fee / account holder | $5,539 | $592+834.9% | $4,499+23.1% | $592+836.3% |