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 | $40,977 | $32,117+27.6% | $71,086-42.4% | $64,186-36.2% |
| Participation rate | 32.6% | 42.7%-10.1pp | 54.7%-22.0pp | 69.6%-37.0pp |
| Annual return | -9.86% | -5.57%-4.3pp | 650.59%-660.4pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,135 | $712+59.3% | $1,088+4.3% | $2,381-52.3% |
| Participant deferral / active EE | $1,983 | $1,263+57.1% | $1,874+5.8% | $3,470-42.8% |
| Admin fee / account holder | $1,318 | $2,759-52.2% | $3,082-57.3% | $4,888-73.0% |