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 | $33,404 | $91,911-63.7% | $68,793-51.4% | $135,375-75.3% |
| Participation rate | 63.6% | 76.7%-13.1pp | 72.2%-8.6pp | 82.6%-19.0pp |
| Annual return | -5.38% | -8.22%+2.8pp | -4.63%-0.7pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,516 | $3,924-61.4% | $2,625-42.3% | $4,779-68.3% |
| Participant deferral / active EE | $2,464 | $4,315-42.9% | $3,311-25.6% | $5,609-56.1% |
| Admin fee / account holder | $4,247 | $9,240-54.0% | $5,131-17.2% | $10,827-60.8% |