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 | $33,624 | $50,958-34.0% | $74,550-54.9% | $64,186-47.6% |
| Participation rate | 61.5% | 61.1%+0.5pp | 69.1%-7.6pp | 69.6%-8.0pp |
| Annual return | -1.84% | -1.86%0pp | 32.53%-34.4pp | 7.63%-9.5pp |
| Employer contribution / active EE | $604 | $1,115-45.9% | $1,961-69.2% | $2,381-74.6% |
| Participant deferral / active EE | $3,529 | $2,301+53.4% | $3,108+13.6% | $3,470+1.7% |
| Admin fee / account holder | $11,900 | $4,223+181.8% | $5,060+135.2% | $4,888+143.4% |