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 | $36,509 | $93,024-60.8% | $77,024-52.6% | $134,475-72.9% |
| Participation rate | 42.1% | 74.5%-32.4pp | 67.9%-25.8pp | 81.2%-39.1pp |
| Annual return | -19.89% | 62.60%-82.5pp | 42.32%-62.2pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,181 | $3,418-65.4% | $2,812-58.0% | $4,740-75.1% |
| Participant deferral / active EE | $1,511 | $5,238-71.2% | $4,426-65.9% | $6,400-76.4% |
| Admin fee / account holder | $1,123 | $6,944-83.8% | $5,425-79.3% | $11,426-90.2% |