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 | $40,700 | $78,694-48.3% | $67,652-39.8% | $125,391-67.5% |
| Participation rate | 57.1% | 78.8%-21.7pp | 75.7%-18.5pp | 83.2%-26.0pp |
| Annual return | -1.36% | 9.46%-10.8pp | 6625.04%-6626.4pp | 282.22%-283.6pp |
| Employer contribution / active EE | $807 | $3,044-73.5% | $2,266-64.4% | $4,866-83.4% |
| Participant deferral / active EE | $1,678 | $4,292-60.9% | $3,560-52.9% | $5,352-68.7% |
| Admin fee / account holder | $405 | $7,403-94.5% | $4,821-91.6% | $9,540-95.8% |