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 | $38,205 | $62,586-39.0% | $76,768-50.2% | $64,186-40.5% |
| Participation rate | 62.2% | 72.8%-10.6pp | 77.0%-14.7pp | 69.6%-7.3pp |
| Annual return | -5.49% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $680 | $1,832-62.9% | $2,485-72.6% | $2,381-71.4% |
| Participant deferral / active EE | $2,038 | $3,145-35.2% | $3,852-47.1% | $3,470-41.3% |
| Admin fee / account holder | $559 | $4,667-88.0% | $6,675-91.6% | $4,888-88.6% |