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 | $24,936 | $46,674-46.6% | $117,472-78.8% | $68,494-63.6% |
| Participation rate | 64.7% | 56.8%+7.9pp | 70.6%-5.9pp | 67.9%-3.2pp |
| Annual return | -16.77% | -14.52%-2.2pp | 29.74%-46.5pp | -7.84%-8.9pp |
| Employer contribution / active EE | $973 | $1,505-35.3% | $4,176-76.7% | $2,596-62.5% |
| Participant deferral / active EE | $2,360 | $2,636-10.5% | $4,070-42.0% | $4,027-41.4% |
| Admin fee / account holder | $1,535 | $4,020-61.8% | $5,645-72.8% | $5,403-71.6% |