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 | $18,207 | $43,723-58.4% | $121,196-85.0% | $64,186-71.6% |
| Participation rate | 35.3% | 58.3%-23.0pp | 71.7%-36.5pp | 69.6%-34.3pp |
| Annual return | -7.12% | 68.91%-76.0pp | 16.93%-24.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $451 | $1,296-65.2% | $4,022-88.8% | $2,381-81.1% |
| Participant deferral / active EE | $1,058 | $2,280-53.6% | $3,344-68.4% | $3,470-69.5% |
| Admin fee / account holder | $2,441 | $3,501-30.3% | $5,019-51.4% | $4,888-50.1% |