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 | $31,242 | $50,958-38.7% | $74,550-58.1% | $64,186-51.3% |
| Participation rate | 29.4% | 61.1%-31.6pp | 69.1%-39.7pp | 69.6%-40.2pp |
| Annual return | -4.07% | -1.86%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $728 | $1,115-34.7% | $1,961-62.9% | $2,381-69.4% |
| Participant deferral / active EE | $1,624 | $2,301-29.4% | $3,108-47.8% | $3,470-53.2% |
| Admin fee / account holder | $401 | $4,223-90.5% | $5,060-92.1% | $4,888-91.8% |