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 | $32,395 | $72,404-55.3% | $110,238-70.6% | $64,186-49.5% |
| Participation rate | 62.0% | 73.3%-11.3pp | 79.8%-17.8pp | 69.6%-7.6pp |
| Annual return | -5.90% | -6.29%+0.4pp | 314.74%-320.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,216 | $2,282-46.7% | $3,826-68.2% | $2,381-48.9% |
| Participant deferral / active EE | $3,213 | $3,469-7.4% | $4,672-31.2% | $3,470-7.4% |
| Admin fee / account holder | $7,816 | $5,664+38.0% | $8,547-8.6% | $4,888+59.9% |