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 | $42,426 | $43,723-3.0% | $121,196-65.0% | $64,186-33.9% |
| Participation rate | 37.7% | 58.3%-20.6pp | 71.7%-34.1pp | 69.6%-31.9pp |
| Annual return | -5.94% | 68.91%-74.8pp | 16.93%-22.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $929 | $1,296-28.3% | $4,022-76.9% | $2,381-61.0% |
| Participant deferral / active EE | $1,182 | $2,280-48.2% | $3,344-64.7% | $3,470-65.9% |
| Admin fee / account holder | $3,933 | $3,501+12.3% | $5,019-21.6% | $4,888-19.5% |