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 | $32,652 | $45,152-27.7% | $73,843-55.8% | $59,632-45.2% |
| Participation rate | 48.8% | 64.0%-15.2pp | 73.4%-24.6pp | 68.7%-19.8pp |
| Annual return | -1.54% | 27.40%-28.9pp | 2267.84%-2269.4pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $606 | $1,902-68.2% | $2,787-78.3% | $2,203-72.5% |
| Participant deferral / active EE | $1,620 | $2,574-37.1% | $3,583-54.8% | $3,192-49.3% |
| Admin fee / account holder | $3,259 | $3,516-7.3% | $4,880-33.2% | $4,297-24.2% |