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 | $33,269 | $46,674-28.7% | $117,472-71.7% | $68,494-51.4% |
| Participation rate | 41.2% | 56.8%-15.6pp | 70.6%-29.4pp | 67.9%-26.7pp |
| Annual return | -18.00% | -14.52%-3.5pp | 29.74%-47.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $508 | $1,505-66.2% | $4,176-87.8% | $2,596-80.4% |
| Participant deferral / active EE | $1,223 | $2,636-53.6% | $4,070-70.0% | $4,027-69.6% |
| Admin fee / account holder | $6,482 | $4,020+61.2% | $5,645+14.8% | $5,403+20.0% |