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 | $38,705 | $95,193-59.3% | $76,523-49.4% | $135,375-71.4% |
| Participation rate | 53.8% | 74.4%-20.5pp | 68.0%-14.2pp | 82.6%-28.8pp |
| Annual return | -4.72% | 4.85%-9.6pp | -0.27%-4.4pp | 519.73%-524.5pp |
| Employer contribution / active EE | $942 | $3,302-71.5% | $2,647-64.4% | $4,779-80.3% |
| Participant deferral / active EE | $1,775 | $4,639-61.7% | $3,835-53.7% | $5,609-68.4% |
| Admin fee / account holder | $2,055 | $6,249-67.1% | $4,848-57.6% | $10,827-81.0% |