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 | $37,355 | $50,958-26.7% | $74,550-49.9% | $64,186-41.8% |
| Participation rate | 40.5% | 61.1%-20.6pp | 69.1%-28.7pp | 69.6%-29.1pp |
| Annual return | -4.70% | -1.86%-2.8pp | 32.53%-37.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $332 | $1,115-70.3% | $1,961-83.1% | $2,381-86.1% |
| Participant deferral / active EE | $1,778 | $2,301-22.7% | $3,108-42.8% | $3,470-48.8% |
| Admin fee / account holder | $1,573 | $4,223-62.7% | $5,060-68.9% | $4,888-67.8% |