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 | $35,635 | $93,024-61.7% | $77,024-53.7% | $134,475-73.5% |
| Participation rate | 38.1% | 74.5%-36.4pp | 67.9%-29.8pp | 81.2%-43.1pp |
| Annual return | -19.77% | 62.60%-82.4pp | 42.32%-62.1pp | 417.96%-437.7pp |
| Employer contribution / active EE | $771 | $3,418-77.4% | $2,812-72.6% | $4,740-83.7% |
| Participant deferral / active EE | $1,030 | $5,238-80.3% | $4,426-76.7% | $6,400-83.9% |
| Admin fee / account holder | $507 | $6,944-92.7% | $5,425-90.6% | $11,426-95.6% |