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 | $34,403 | $62,586-45.0% | $76,768-55.2% | $64,186-46.4% |
| Participation rate | 38.5% | 72.8%-34.4pp | 77.0%-38.5pp | 69.6%-31.1pp |
| Annual return | -7.16% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $863 | $1,832-52.9% | $2,485-65.3% | $2,381-63.8% |
| Participant deferral / active EE | $1,452 | $3,145-53.8% | $3,852-62.3% | $3,470-58.1% |
| Admin fee / account holder | $1,076 | $4,667-76.9% | $6,675-83.9% | $4,888-78.0% |