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 | $32,598 | $95,862-66.0% | $79,550-59.0% | $134,475-75.8% |
| Participation rate | 47.1% | 75.0%-28.0pp | 69.5%-22.4pp | 81.2%-34.2pp |
| Annual return | -18.24% | -2.69%-15.6pp | 0.16%-18.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $731 | $3,128-76.6% | $2,413-69.7% | $4,740-84.6% |
| Participant deferral / active EE | $1,199 | $4,693-74.4% | $3,985-69.9% | $6,400-81.3% |
| Admin fee / account holder | $468 | $9,126-94.9% | $6,832-93.2% | $11,426-95.9% |