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 | $37,496 | $99,032-62.1% | $80,019-53.1% | $135,375-72.3% |
| Participation rate | 46.7% | 78.4%-31.7pp | 75.8%-29.2pp | 82.6%-36.0pp |
| Annual return | -8.02% | 15.39%-23.4pp | 11.22%-19.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $669 | $3,043-78.0% | $2,468-72.9% | $4,779-86.0% |
| Participant deferral / active EE | $2,738 | $4,282-36.1% | $3,686-25.7% | $5,609-51.2% |
| Admin fee / account holder | $385 | $10,436-96.3% | $6,521-94.1% | $10,827-96.4% |