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 | $32,702 | $57,354-43.0% | $83,848-61.0% | $64,186-49.1% |
| Participation rate | 46.4% | 68.6%-22.2pp | 76.1%-29.7pp | 69.6%-23.1pp |
| Annual return | -7.14% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,279 | $2,545-49.7% | $3,631-64.8% | $2,381-46.3% |
| Participant deferral / active EE | $3,470 | $2,993+15.9% | $4,082-15.0% | $3,4700% |
| Admin fee / account holder | $2,392 | $4,046-40.9% | $5,478-56.3% | $4,888-51.1% |