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 | $51,961 | $30,732+69.1% | $59,496-12.7% | $59,632-12.9% |
| Participation rate | 60.0% | 43.2%+16.8pp | 54.6%+5.4pp | 68.7%-8.7pp |
| Annual return | -0.07% | 4.47%-4.5pp | 182.05%-182.1pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $351 | $631-44.4% | $1,153-69.6% | $2,203-84.1% |
| Participant deferral / active EE | $1,844 | $1,183+55.8% | $1,829+0.8% | $3,192-42.2% |
| Admin fee / account holder | $1,622 | $2,136-24.1% | $2,232-27.3% | $4,297-62.3% |