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 | $35,073 | $57,354-38.8% | $83,848-58.2% | $64,186-45.4% |
| Participation rate | 57.6% | 68.6%-11.0pp | 76.1%-18.6pp | 69.6%-12.0pp |
| Annual return | -5.54% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,101 | $2,545-56.7% | $3,631-69.7% | $2,381-53.8% |
| Participant deferral / active EE | $2,001 | $2,993-33.2% | $4,082-51.0% | $3,470-42.3% |
| Admin fee / account holder | $958 | $4,046-76.3% | $5,478-82.5% | $4,888-80.4% |