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 | $53,026 | $49,177+7.8% | $79,464-33.3% | $64,186-17.4% |
| Participation rate | 52.8% | 65.0%-12.3pp | 73.3%-20.6pp | 69.6%-16.8pp |
| Annual return | -7.55% | -1.16%-6.4pp | 718.14%-725.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,856 | $2,076-10.6% | $2,800-33.7% | $2,381-22.0% |
| Participant deferral / active EE | $2,693 | $2,821-4.6% | $3,704-27.3% | $3,470-22.4% |
| Admin fee / account holder | $553 | $3,839-85.6% | $5,113-89.2% | $4,888-88.7% |