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 | $34,519 | $43,723-21.1% | $121,196-71.5% | $64,186-46.2% |
| Participation rate | 52.4% | 58.3%-5.9pp | 71.7%-19.4pp | 69.6%-17.2pp |
| Annual return | -7.42% | 68.91%-76.3pp | 16.93%-24.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $289 | $1,296-77.7% | $4,022-92.8% | $2,381-87.9% |
| Participant deferral / active EE | $1,802 | $2,280-21.0% | $3,344-46.1% | $3,470-48.1% |
| Admin fee / account holder | $3,853 | $3,501+10.0% | $5,019-23.2% | $4,888-21.2% |