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 | $26,083 | $45,863-43.1% | $77,024-66.1% | $68,494-61.9% |
| Participation rate | 34.7% | 55.9%-21.2pp | 67.9%-33.2pp | 67.9%-33.2pp |
| Annual return | -14.06% | 1.72%-15.8pp | 42.32%-56.4pp | -7.84%-6.2pp |
| Employer contribution / active EE | $669 | $1,650-59.4% | $2,812-76.2% | $2,596-74.2% |
| Participant deferral / active EE | $1,725 | $2,962-41.8% | $4,426-61.0% | $4,027-57.2% |
| Admin fee / account holder | $946 | $3,041-68.9% | $5,425-82.6% | $5,403-82.5% |