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 | $23,501 | $32,117-26.8% | $71,086-66.9% | $64,186-63.4% |
| Participation rate | 63.6% | 42.7%+20.9pp | 54.7%+9.0pp | 69.6%-5.9pp |
| Annual return | -3.63% | -5.57%+1.9pp | 650.59%-654.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $371 | $712-47.9% | $1,088-65.9% | $2,381-84.4% |
| Participant deferral / active EE | $1,049 | $1,263-17.0% | $1,874-44.1% | $3,470-69.8% |
| Admin fee / account holder | $5,473 | $2,759+98.3% | $3,082+77.5% | $4,888+12.0% |