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 | $21,447 | $50,958-57.9% | $74,550-71.2% | $64,186-66.6% |
| Participation rate | 47.5% | 61.1%-13.5pp | 69.1%-21.6pp | 69.6%-22.0pp |
| Annual return | -7.78% | -1.86%-5.9pp | 32.53%-40.3pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,082 | $1,115-3.0% | $1,961-44.8% | $2,381-54.5% |
| Participant deferral / active EE | $2,219 | $2,301-3.6% | $3,108-28.6% | $3,470-36.0% |
| Admin fee / account holder | $332 | $4,223-92.1% | $5,060-93.4% | $4,888-93.2% |