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 | $47,407 | $71,883-34.1% | $86,677-45.3% | $68,494-30.8% |
| Participation rate | 62.9% | 72.2%-9.3pp | 76.6%-13.7pp | 67.9%-5.0pp |
| Annual return | -16.90% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $706 | $2,173-67.5% | $2,836-75.1% | $2,596-72.8% |
| Participant deferral / active EE | $2,742 | $3,779-27.4% | $4,656-41.1% | $4,027-31.9% |
| Admin fee / account holder | $854 | $6,112-86.0% | $7,493-88.6% | $5,403-84.2% |