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 | $22,686 | $32,117-29.4% | $71,086-68.1% | $64,186-64.7% |
| Participation rate | 30.5% | 42.7%-12.2pp | 54.7%-24.2pp | 69.6%-39.1pp |
| Annual return | -5.91% | -5.57%-0.3pp | 650.59%-656.5pp | 7.63%-13.5pp |
| Employer contribution / active EE | $358 | $712-49.7% | $1,088-67.1% | $2,381-85.0% |
| Participant deferral / active EE | $1,083 | $1,263-14.2% | $1,874-42.2% | $3,470-68.8% |
| Admin fee / account holder | $1,837 | $2,759-33.4% | $3,082-40.4% | $4,888-62.4% |