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 | $34,372 | $57,354-40.1% | $83,848-59.0% | $64,186-46.4% |
| Participation rate | 62.7% | 68.6%-5.9pp | 76.1%-13.5pp | 69.6%-6.9pp |
| Annual return | -8.15% | 11.38%-19.5pp | 850.88%-859.0pp | 7.63%-15.8pp |
| Employer contribution / active EE | $732 | $2,545-71.2% | $3,631-79.8% | $2,381-69.3% |
| Participant deferral / active EE | $1,499 | $2,993-49.9% | $4,082-63.3% | $3,470-56.8% |
| Admin fee / account holder | $363 | $4,046-91.0% | $5,478-93.4% | $4,888-92.6% |