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 | $31,373 | $72,388-56.7% | $111,392-71.8% | $64,186-51.1% |
| Participation rate | 39.0% | 70.5%-31.5pp | 78.9%-39.9pp | 69.6%-30.6pp |
| Annual return | -1.61% | -1.50%-0.1pp | -2.06%+0.5pp | 7.63%-9.2pp |
| Employer contribution / active EE | $1,207 | $3,000-59.8% | $4,328-72.1% | $2,381-49.3% |
| Participant deferral / active EE | $1,668 | $4,241-60.7% | $5,567-70.0% | $3,470-51.9% |
| Admin fee / account holder | $442 | $5,719-92.3% | $12,266-96.4% | $4,888-91.0% |