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 | $28,756 | $53,596-46.3% | $90,645-68.3% | $64,186-55.2% |
| Participation rate | 37.5% | 64.5%-27.0pp | 74.0%-36.5pp | 69.6%-32.1pp |
| Annual return | -5.82% | 4.41%-10.2pp | 1.88%-7.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $530 | $1,503-64.7% | $2,532-79.1% | $2,381-77.7% |
| Participant deferral / active EE | $1,329 | $2,459-45.9% | $3,425-61.2% | $3,470-61.7% |
| Admin fee / account holder | $12,507 | $3,868+223.4% | $4,994+150.5% | $4,888+155.9% |