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 | $40,981 | $50,958-19.6% | $74,550-45.0% | $64,186-36.2% |
| Participation rate | 38.5% | 61.1%-22.5pp | 69.1%-30.6pp | 69.6%-31.0pp |
| Annual return | -4.26% | -1.86%-2.4pp | 32.53%-36.8pp | 7.63%-11.9pp |
| Employer contribution / active EE | $462 | $1,115-58.6% | $1,961-76.4% | $2,381-80.6% |
| Participant deferral / active EE | $1,337 | $2,301-41.9% | $3,108-57.0% | $3,470-61.5% |
| Admin fee / account holder | $7,851 | $4,223+85.9% | $5,060+55.2% | $4,888+60.6% |