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 | $31,130 | $50,958-38.9% | $74,550-58.2% | $64,186-51.5% |
| Participation rate | 55.6% | 61.1%-5.5pp | 69.1%-13.6pp | 69.6%-14.0pp |
| Annual return | -6.60% | -1.86%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $633 | $1,115-43.3% | $1,961-67.7% | $2,381-73.4% |
| Participant deferral / active EE | $1,846 | $2,301-19.8% | $3,108-40.6% | $3,470-46.8% |
| Admin fee / account holder | $831 | $4,223-80.3% | $5,060-83.6% | $4,888-83.0% |