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 | $26,304 | $43,723-39.8% | $121,196-78.3% | $64,186-59.0% |
| Participation rate | 45.0% | 58.3%-13.3pp | 71.7%-26.7pp | 69.6%-24.6pp |
| Annual return | -0.78% | 68.91%-69.7pp | 16.93%-17.7pp | 7.63%-8.4pp |
| Employer contribution / active EE | $405 | $1,296-68.7% | $4,022-89.9% | $2,381-83.0% |
| Participant deferral / active EE | $960 | $2,280-57.9% | $3,344-71.3% | $3,470-72.3% |
| Admin fee / account holder | $9,137 | $3,501+161.0% | $5,019+82.0% | $4,888+86.9% |