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 | $31,775 | $84,527-62.4% | $67,711-53.1% | $125,391-74.7% |
| Participation rate | 52.4% | 74.8%-22.4pp | 67.5%-15.1pp | 83.2%-30.8pp |
| Annual return | -0.25% | 2.57%-2.8pp | 25.41%-25.7pp | 282.22%-282.5pp |
| Employer contribution / active EE | $202 | $3,292-93.9% | $2,559-92.1% | $4,866-95.8% |
| Participant deferral / active EE | $809 | $4,429-81.7% | $3,585-77.4% | $5,352-84.9% |
| Admin fee / account holder | $862 | $5,340-83.9% | $4,255-79.7% | $9,540-91.0% |