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 | $35,157 | $27,641+27.2% | $61,373-42.7% | $68,494-48.7% |
| Participation rate | 52.6% | 39.5%+13.1pp | 52.6%+0.1pp | 67.9%-15.3pp |
| Annual return | -16.21% | -13.24%-3.0pp | 338.61%-354.8pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,348 | $695+93.8% | $1,159+16.3% | $2,596-48.1% |
| Participant deferral / active EE | $2,383 | $1,263+88.7% | $2,125+12.2% | $4,027-40.8% |
| Admin fee / account holder | $3,689 | $2,010+83.5% | $2,130+73.2% | $5,403-31.7% |