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 | $29,881 | $158,817-81.2% | $121,196-75.3% | $135,375-77.9% |
| Participation rate | 35.3% | 79.3%-44.0pp | 71.7%-36.5pp | 82.6%-47.3pp |
| Annual return | -5.66% | -0.64%-5.0pp | 16.93%-22.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $470 | $5,665-91.7% | $4,022-88.3% | $4,779-90.2% |
| Participant deferral / active EE | $1,005 | $4,005-74.9% | $3,344-69.9% | $5,609-82.1% |
| Admin fee / account holder | $11,155 | $6,512+71.3% | $5,019+122.2% | $10,827+3.0% |