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 | $32,591 | $64,307-49.3% | $57,343-43.2% | $125,391-74.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 83.2%-33.2pp |
| Annual return | -0.99% | 25.12%-26.1pp | 24.39%-25.4pp | 282.22%-283.2pp |
| Employer contribution / active EE | $2,096 | $3,193-34.4% | $2,689-22.1% | $4,866-56.9% |
| Participant deferral / active EE | $3,351 | $3,848-12.9% | $3,162+6.0% | $5,352-37.4% |
| Admin fee / account holder | $3,798 | $5,242-27.6% | $3,356+13.2% | $9,540-60.2% |