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 | $25,298 | $69,010-63.3% | $159,960-84.2% | $68,494-63.1% |
| Participation rate | 69.8% | 65.4%+4.4pp | 78.0%-8.2pp | 67.9%+1.9pp |
| Annual return | -16.60% | -9.65%-7.0pp | 408.60%-425.2pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,102 | $2,213-5.0% | $4,226-50.3% | $2,596-19.0% |
| Participant deferral / active EE | $3,246 | $4,212-22.9% | $6,182-47.5% | $4,027-19.4% |
| Admin fee / account holder | $4,382 | $4,798-8.7% | $8,698-49.6% | $5,403-18.9% |