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 | $35,980 | $45,863-21.5% | $77,024-53.3% | $68,494-47.5% |
| Participation rate | 40.3% | 55.9%-15.6pp | 67.9%-27.6pp | 67.9%-27.6pp |
| Annual return | -11.61% | 1.72%-13.3pp | 42.32%-53.9pp | -7.84%-3.8pp |
| Employer contribution / active EE | $914 | $1,650-44.6% | $2,812-67.5% | $2,596-64.8% |
| Participant deferral / active EE | $2,050 | $2,962-30.8% | $4,426-53.7% | $4,027-49.1% |
| Admin fee / account holder | $8,429 | $3,041+177.2% | $5,425+55.4% | $5,403+56.0% |