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 | $29,693 | $50,958-41.7% | $74,550-60.2% | $64,186-53.7% |
| Participation rate | 62.2% | 61.1%+1.1pp | 69.1%-7.0pp | 69.6%-7.4pp |
| Annual return | -6.30% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $453 | $1,115-59.4% | $1,961-76.9% | $2,381-81.0% |
| Participant deferral / active EE | $2,006 | $2,301-12.9% | $3,108-35.5% | $3,470-42.2% |
| Admin fee / account holder | $526 | $4,223-87.5% | $5,060-89.6% | $4,888-89.2% |