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 | $33,168 | $93,024-64.3% | $77,024-56.9% | $134,475-75.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -15.73% | 62.60%-78.3pp | 42.32%-58.0pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,870 | $3,418-45.3% | $2,812-33.5% | $4,740-60.5% |
| Participant deferral / active EE | $5,174 | $5,238-1.2% | $4,426+16.9% | $6,400-19.2% |
| Admin fee / account holder | $416 | $6,944-94.0% | $5,425-92.3% | $11,426-96.4% |