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 | $21,857 | $45,863-52.3% | $77,024-71.6% | $68,494-68.1% |
| Participation rate | 44.8% | 55.9%-11.1pp | 67.9%-23.1pp | 67.9%-23.1pp |
| Annual return | -17.29% | 1.72%-19.0pp | 42.32%-59.6pp | -7.84%-9.4pp |
| Employer contribution / active EE | $467 | $1,650-71.7% | $2,812-83.4% | $2,596-82.0% |
| Participant deferral / active EE | $1,316 | $2,962-55.6% | $4,426-70.3% | $4,027-67.3% |
| Admin fee / account holder | $2,040 | $3,041-32.9% | $5,425-62.4% | $5,403-62.2% |