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 | $21,227 | $99,032-78.6% | $80,019-73.5% | $135,375-84.3% |
| Participation rate | 33.3% | 78.4%-45.0pp | 75.8%-42.5pp | 82.6%-49.3pp |
| Annual return | -7.68% | 15.39%-23.1pp | 11.22%-18.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $591 | $3,043-80.6% | $2,468-76.1% | $4,779-87.6% |
| Participant deferral / active EE | $1,829 | $4,282-57.3% | $3,686-50.4% | $5,609-67.4% |
| Admin fee / account holder | $3,915 | $10,436-62.5% | $6,521-40.0% | $10,827-63.8% |