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 8-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 | $32,989 | $27,641+19.3% | $61,373-46.2% | $68,494-51.8% |
| Participation rate | 52.8% | 39.5%+13.3pp | 52.6%+0.3pp | 67.9%-15.1pp |
| Annual return | -18.47% | -13.24%-5.2pp | 338.61%-357.1pp | -7.84%-10.6pp |
| Employer contribution / active EE | $873 | $695+25.5% | $1,159-24.7% | $2,596-66.4% |
| Participant deferral / active EE | $3,631 | $1,263+187.5% | $2,125+70.9% | $4,027-9.8% |
| Admin fee / account holder | $1,275 | $2,010-36.6% | $2,130-40.1% | $5,403-76.4% |