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 | $31,537 | $43,723-27.9% | $121,196-74.0% | $64,186-50.9% |
| Participation rate | 53.7% | 58.3%-4.7pp | 71.7%-18.1pp | 69.6%-15.9pp |
| Annual return | -7.40% | 68.91%-76.3pp | 16.93%-24.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $372 | $1,296-71.3% | $4,022-90.7% | $2,381-84.4% |
| Participant deferral / active EE | $1,818 | $2,280-20.3% | $3,344-45.6% | $3,470-47.6% |
| Admin fee / account holder | $3,164 | $3,501-9.6% | $5,019-37.0% | $4,888-35.3% |