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 | $24,026 | $43,723-45.0% | $121,196-80.2% | $64,186-62.6% |
| Participation rate | 52.1% | 58.3%-6.2pp | 71.7%-19.6pp | 69.6%-17.5pp |
| Annual return | -2.78% | 68.91%-71.7pp | 16.93%-19.7pp | 7.63%-10.4pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,149 | $2,280+38.1% | $3,344-5.8% | $3,470-9.2% |
| Admin fee / account holder | $919 | $3,501-73.7% | $5,019-81.7% | $4,888-81.2% |