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 | $35,471 | $92,222-61.5% | $76,768-53.8% | $135,375-73.8% |
| Participation rate | 40.0% | 79.8%-39.8pp | 77.0%-37.0pp | 82.6%-42.6pp |
| Annual return | -7.24% | 5.46%-12.7pp | 2.43%-9.7pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,025 | $3,216-68.1% | $2,485-58.8% | $4,779-78.6% |
| Participant deferral / active EE | $2,271 | $4,509-49.6% | $3,852-41.0% | $5,609-59.5% |
| Admin fee / account holder | $10,645 | $10,748-1.0% | $6,675+59.5% | $10,827-1.7% |