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 | $40,038 | $72,404-44.7% | $110,238-63.7% | $64,186-37.6% |
| Participation rate | 61.7% | 73.3%-11.6pp | 79.8%-18.1pp | 69.6%-7.9pp |
| Annual return | -4.77% | -6.29%+1.5pp | 314.74%-319.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $766 | $2,282-66.4% | $3,826-80.0% | $2,381-67.8% |
| Participant deferral / active EE | $2,061 | $3,469-40.6% | $4,672-55.9% | $3,470-40.6% |
| Admin fee / account holder | $302 | $5,664-94.7% | $8,547-96.5% | $4,888-93.8% |