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 | $33,571 | $57,354-41.5% | $83,848-60.0% | $64,186-47.7% |
| Participation rate | 58.8% | 68.6%-9.9pp | 76.1%-17.4pp | 69.6%-10.8pp |
| Annual return | -6.41% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,866 | $2,545-26.7% | $3,631-48.6% | $2,381-21.6% |
| Participant deferral / active EE | $3,407 | $2,993+13.8% | $4,082-16.5% | $3,470-1.8% |
| Admin fee / account holder | $415 | $4,046-89.8% | $5,478-92.4% | $4,888-91.5% |