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 | $39,848 | $52,836-24.6% | $105,738-62.3% | $64,186-37.9% |
| Participation rate | 33.3% | 66.5%-33.2pp | 76.3%-43.0pp | 69.6%-36.2pp |
| Annual return | -7.65% | 14.30%-21.9pp | 6.27%-13.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $855 | $1,827-53.2% | $3,268-73.8% | $2,381-64.1% |
| Participant deferral / active EE | $1,550 | $2,545-39.1% | $4,080-62.0% | $3,470-55.3% |
| Admin fee / account holder | $3,889 | $3,959-1.7% | $6,913-43.7% | $4,888-20.4% |