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 | $36,241 | $69,518-47.9% | $59,878-39.5% | $135,375-73.2% |
| Participation rate | 30.8% | 77.8%-47.1pp | 74.7%-43.9pp | 82.6%-51.9pp |
| Annual return | -7.63% | 7.94%-15.6pp | 3.46%-11.1pp | 519.73%-527.4pp |
| Employer contribution / active EE | $777 | $3,235-76.0% | $2,722-71.4% | $4,779-83.7% |
| Participant deferral / active EE | $1,513 | $4,206-64.0% | $3,402-55.5% | $5,609-73.0% |
| Admin fee / account holder | $1,314 | $5,734-77.1% | $3,590-63.4% | $10,827-87.9% |