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 | $38,825 | $43,723-11.2% | $121,196-68.0% | $64,186-39.5% |
| Participation rate | 68.0% | 58.3%+9.7pp | 71.7%-3.7pp | 69.6%-1.6pp |
| Annual return | -7.29% | 68.91%-76.2pp | 16.93%-24.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $544 | $1,296-58.1% | $4,022-86.5% | $2,381-77.2% |
| Participant deferral / active EE | $1,459 | $2,280-36.0% | $3,344-56.4% | $3,470-57.9% |
| Admin fee / account holder | $1,047 | $3,501-70.1% | $5,019-79.1% | $4,888-78.6% |