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 | $28,413 | $45,863-38.0% | $77,024-63.1% | $68,494-58.5% |
| Participation rate | 23.8% | 55.9%-32.1pp | 67.9%-44.1pp | 67.9%-44.1pp |
| Annual return | -16.63% | 1.72%-18.4pp | 42.32%-58.9pp | -7.84%-8.8pp |
| Employer contribution / active EE | $838 | $1,650-49.2% | $2,812-70.2% | $2,596-67.7% |
| Participant deferral / active EE | $1,388 | $2,962-53.1% | $4,426-68.6% | $4,027-65.5% |
| Admin fee / account holder | $3,774 | $3,041+24.1% | $5,425-30.4% | $5,403-30.1% |