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 | $30,113 | $45,602-34.0% | $117,472-74.4% | $66,914-55.0% |
| Participation rate | 39.0% | 57.6%-18.6pp | 70.6%-31.6pp | 69.8%-30.8pp |
| Annual return | -16.95% | -16.74%-0.2pp | 29.74%-46.7pp | 1.58%-18.5pp |
| Employer contribution / active EE | $648 | $1,579-58.9% | $4,176-84.5% | $2,544-74.5% |
| Participant deferral / active EE | $1,378 | $2,845-51.6% | $4,070-66.1% | $4,237-67.5% |
| Admin fee / account holder | $21,309 | $661+3125.5% | $5,645+277.5% | $593+3491.8% |