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 | $34,157 | $50,958-33.0% | $74,550-54.2% | $64,186-46.8% |
| Participation rate | 25.6% | 61.1%-35.4pp | 69.1%-43.5pp | 69.6%-43.9pp |
| Annual return | -7.83% | -1.86%-6.0pp | 32.53%-40.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,410 | $2,301-38.7% | $3,108-54.6% | $3,470-59.4% |
| Admin fee / account holder | $8,429 | $4,223+99.6% | $5,060+66.6% | $4,888+72.4% |