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 | $27,747 | $50,958-45.5% | $74,550-62.8% | $64,186-56.8% |
| Participation rate | 39.1% | 61.1%-22.0pp | 69.1%-30.1pp | 69.6%-30.5pp |
| Annual return | -7.77% | -1.86%-5.9pp | 32.53%-40.3pp | 7.63%-15.4pp |
| Employer contribution / active EE | $237 | $1,115-78.7% | $1,961-87.9% | $2,381-90.0% |
| Participant deferral / active EE | $1,372 | $2,301-40.4% | $3,108-55.8% | $3,470-60.4% |
| Admin fee / account holder | $4,922 | $4,223+16.6% | $5,060-2.7% | $4,888+0.7% |