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 | $36,173 | $73,867-51.0% | $143,757-74.8% | $68,494-47.2% |
| Participation rate | 31.7% | 66.7%-34.9pp | 80.3%-48.6pp | 67.9%-36.2pp |
| Annual return | -7.93% | 1.01%-8.9pp | -0.04%-7.9pp | -7.84%-0.1pp |
| Employer contribution / active EE | $1,020 | $3,184-68.0% | $4,951-79.4% | $2,596-60.7% |
| Participant deferral / active EE | $1,145 | $3,384-66.2% | $5,637-79.7% | $4,027-71.6% |
| Admin fee / account holder | $12,365 | $5,755+114.9% | $14,673-15.7% | $5,403+128.9% |