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 | $27,573 | $84,527-67.4% | $67,711-59.3% | $125,391-78.0% |
| Participation rate | 52.6% | 74.8%-22.2pp | 67.5%-14.9pp | 83.2%-30.6pp |
| Annual return | -1.74% | 2.57%-4.3pp | 25.41%-27.1pp | 282.22%-284.0pp |
| Employer contribution / active EE | $622 | $3,292-81.1% | $2,559-75.7% | $4,866-87.2% |
| Participant deferral / active EE | $2,701 | $4,429-39.0% | $3,585-24.7% | $5,352-49.5% |
| Admin fee / account holder | $2,209 | $5,340-58.6% | $4,255-48.1% | $9,540-76.8% |