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 | $38,661 | $49,451-21.8% | $79,550-51.4% | $66,914-42.2% |
| Participation rate | 36.0% | 61.3%-25.4pp | 69.5%-33.5pp | 69.8%-33.8pp |
| Annual return | -17.45% | 84.25%-101.7pp | 0.16%-17.6pp | 1.58%-19.0pp |
| Employer contribution / active EE | $644 | $1,266-49.1% | $2,413-73.3% | $2,544-74.7% |
| Participant deferral / active EE | $1,580 | $3,159-50.0% | $3,985-60.3% | $4,237-62.7% |
| Admin fee / account holder | $1,546 | $595+160.0% | $6,832-77.4% | $593+160.5% |