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 | $55,675 | $42,383+31.4% | $76,523-27.2% | $64,186-13.3% |
| Participation rate | 41.3% | 58.1%-16.8pp | 68.0%-26.7pp | 69.6%-28.3pp |
| Annual return | -7.18% | -16.54%+9.4pp | -0.27%-6.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $872 | $1,563-44.2% | $2,647-67.1% | $2,381-63.4% |
| Participant deferral / active EE | $2,267 | $2,566-11.7% | $3,835-40.9% | $3,470-34.7% |
| Admin fee / account holder | $862 | $3,198-73.1% | $4,848-82.2% | $4,888-82.4% |