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 | $40,690 | $52,836-23.0% | $105,738-61.5% | $64,186-36.6% |
| Participation rate | 46.9% | 66.5%-19.6pp | 76.3%-29.4pp | 69.6%-22.7pp |
| Annual return | -4.78% | 14.30%-19.1pp | 6.27%-11.1pp | 7.63%-12.4pp |
| Employer contribution / active EE | $984 | $1,827-46.1% | $3,268-69.9% | $2,381-58.7% |
| Participant deferral / active EE | $1,229 | $2,545-51.7% | $4,080-69.9% | $3,470-64.6% |
| Admin fee / account holder | $13,453 | $3,959+239.9% | $6,913+94.6% | $4,888+175.2% |