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 | $28,030 | $49,280-43.1% | $67,313-58.4% | $64,186-56.3% |
| Participation rate | 37.5% | 60.8%-23.3pp | 69.1%-31.6pp | 69.6%-32.1pp |
| Annual return | -7.84% | -1.39%-6.4pp | -4.08%-3.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $852 | $1,668-49.0% | $2,566-66.8% | $2,381-64.2% |
| Participant deferral / active EE | $1,502 | $2,484-39.6% | $3,568-57.9% | $3,470-56.7% |
| Admin fee / account holder | $545 | $3,863-85.9% | $4,507-87.9% | $4,888-88.9% |