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 | $44,635 | $158,817-71.9% | $121,196-63.2% | $135,375-67.0% |
| Participation rate | 61.9% | 79.3%-17.4pp | 71.7%-9.8pp | 82.6%-20.7pp |
| Annual return | -6.03% | -0.64%-5.4pp | 16.93%-23.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $948 | $5,665-83.3% | $4,022-76.4% | $4,779-80.2% |
| Participant deferral / active EE | $3,389 | $4,005-15.4% | $3,344+1.3% | $5,609-39.6% |
| Admin fee / account holder | $1,129 | $6,512-82.7% | $5,019-77.5% | $10,827-89.6% |