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 | $34,552 | $46,674-26.0% | $117,472-70.6% | $68,494-49.6% |
| Participation rate | 28.6% | 56.8%-28.2pp | 70.6%-42.0pp | 67.9%-39.3pp |
| Annual return | -8.56% | -14.52%+6.0pp | 29.74%-38.3pp | -7.84%-0.7pp |
| Employer contribution / active EE | $493 | $1,505-67.2% | $4,176-88.2% | $2,596-81.0% |
| Participant deferral / active EE | $2,628 | $2,636-0.3% | $4,070-35.4% | $4,027-34.7% |
| Admin fee / account holder | $6,851 | $4,020+70.4% | $5,645+21.4% | $5,403+26.8% |