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 | $31,291 | $50,958-38.6% | $74,550-58.0% | $64,186-51.2% |
| Participation rate | 50.6% | 61.1%-10.4pp | 69.1%-18.5pp | 69.6%-18.9pp |
| Annual return | -3.35% | -1.86%-1.5pp | 32.53%-35.9pp | 7.63%-11.0pp |
| Employer contribution / active EE | $677 | $1,115-39.3% | $1,961-65.5% | $2,381-71.5% |
| Participant deferral / active EE | $1,866 | $2,301-18.9% | $3,108-40.0% | $3,470-46.2% |
| Admin fee / account holder | $1,546 | $4,223-63.4% | $5,060-69.4% | $4,888-68.4% |