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 | $28,987 | $77,813-62.7% | $123,544-76.5% | $64,186-54.8% |
| Participation rate | 21.7% | 74.7%-53.0pp | 82.3%-60.6pp | 69.6%-47.8pp |
| Annual return | -6.37% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $585 | $3,014-80.6% | $4,628-87.4% | $2,381-75.4% |
| Participant deferral / active EE | $2,491 | $5,240-52.5% | $6,426-61.2% | $3,470-28.2% |
| Admin fee / account holder | $1,480 | $5,519-73.2% | $9,284-84.1% | $4,888-69.7% |