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 | $26,000 | $53,596-51.5% | $90,645-71.3% | $64,186-59.5% |
| Participation rate | 43.8% | 64.5%-20.8pp | 74.0%-30.3pp | 69.6%-25.8pp |
| Annual return | -5.52% | 4.41%-9.9pp | 1.88%-7.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $945 | $1,503-37.1% | $2,532-62.7% | $2,381-60.3% |
| Participant deferral / active EE | $1,471 | $2,459-40.2% | $3,425-57.0% | $3,470-57.6% |
| Admin fee / account holder | $13,601 | $3,868+251.6% | $4,994+172.4% | $4,888+178.2% |