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 | $28,104 | $56,484-50.2% | $169,463-83.4% | $64,186-56.2% |
| Participation rate | 31.7% | 64.5%-32.8pp | 77.8%-46.1pp | 69.6%-37.9pp |
| Annual return | -6.51% | -1.55%-5.0pp | 1.83%-8.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,054 | $1,832-42.5% | $4,159-74.7% | $2,381-55.7% |
| Participant deferral / active EE | $1,247 | $3,448-63.8% | $5,277-76.4% | $3,470-64.1% |
| Admin fee / account holder | $13,481 | $4,174+223.0% | $9,109+48.0% | $4,888+175.8% |