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 | $26,040 | $50,958-48.9% | $74,550-65.1% | $64,186-59.4% |
| Participation rate | 45.8% | 61.1%-15.3pp | 69.1%-23.4pp | 69.6%-23.8pp |
| Annual return | -7.70% | -1.86%-5.8pp | 32.53%-40.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $815 | $1,115-26.9% | $1,961-58.5% | $2,381-65.8% |
| Participant deferral / active EE | $1,203 | $2,301-47.7% | $3,108-61.3% | $3,470-65.3% |
| Admin fee / account holder | $2,307 | $4,223-45.4% | $5,060-54.4% | $4,888-52.8% |