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 | $37,565 | $77,813-51.7% | $123,544-69.6% | $64,186-41.5% |
| Participation rate | 60.0% | 74.7%-14.7pp | 82.3%-22.3pp | 69.6%-9.6pp |
| Annual return | -2.12% | 12.48%-14.6pp | 119.20%-121.3pp | 7.63%-9.8pp |
| Employer contribution / active EE | $744 | $3,014-75.3% | $4,628-83.9% | $2,381-68.8% |
| Participant deferral / active EE | $5,031 | $5,240-4.0% | $6,426-21.7% | $3,470+45.0% |
| Admin fee / account holder | $11,527 | $5,519+108.9% | $9,284+24.2% | $4,888+135.8% |