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 | $34,169 | $71,883-52.5% | $86,677-60.6% | $68,494-50.1% |
| Participation rate | 60.6% | 72.2%-11.6pp | 76.6%-16.0pp | 67.9%-7.3pp |
| Annual return | -15.59% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $963 | $2,173-55.7% | $2,836-66.0% | $2,596-62.9% |
| Participant deferral / active EE | $1,752 | $3,779-53.6% | $4,656-62.4% | $4,027-56.5% |
| Admin fee / account holder | $941 | $6,112-84.6% | $7,493-87.4% | $5,403-82.6% |