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 | $35,414 | $93,024-61.9% | $77,024-54.0% | $134,475-73.7% |
| Participation rate | 55.6% | 74.5%-18.9pp | 67.9%-12.3pp | 81.2%-25.7pp |
| Annual return | -16.24% | 62.60%-78.8pp | 42.32%-58.6pp | 417.96%-434.2pp |
| Employer contribution / active EE | $593 | $3,418-82.6% | $2,812-78.9% | $4,740-87.5% |
| Participant deferral / active EE | $3,835 | $5,238-26.8% | $4,426-13.4% | $6,400-40.1% |
| Admin fee / account holder | $4,828 | $6,944-30.5% | $5,425-11.0% | $11,426-57.7% |