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 | $30,163 | $27,641+9.1% | $61,373-50.9% | $68,494-56.0% |
| Participation rate | 69.0% | 39.5%+29.6pp | 52.6%+16.5pp | 67.9%+1.2pp |
| Annual return | -14.37% | -13.24%-1.1pp | 338.61%-353.0pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,280 | $695+84.0% | $1,159+10.4% | $2,596-50.7% |
| Participant deferral / active EE | $901 | $1,263-28.7% | $2,125-57.6% | $4,027-77.6% |
| Admin fee / account holder | $1,679 | $2,010-16.5% | $2,130-21.2% | $5,403-68.9% |