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 | $32,342 | $67,411-52.0% | $91,001-64.5% | $70,131-53.9% |
| Participation rate | 53.8% | 71.4%-17.5pp | 75.6%-21.8pp | 69.5%-15.7pp |
| Annual return | 12.58% | -40.16%+52.7pp | 4.60%+8.0pp | 73.14%-60.6pp |
| Employer contribution / active EE | $486 | $1,786-72.8% | $2,456-80.2% | $2,342-79.3% |
| Participant deferral / active EE | $1,411 | $2,823-50.0% | $3,547-60.2% | $3,332-57.7% |
| Admin fee / account holder | $358 | $4,236-91.5% | $5,417-93.4% | $4,645-92.3% |