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 | $38,580 | $127,386-69.7% | $115,037-66.5% | $125,391-69.2% |
| Participation rate | 41.7% | 84.2%-42.5pp | 81.4%-39.7pp | 83.2%-41.5pp |
| Annual return | -1.17% | 31.28%-32.4pp | 26.14%-27.3pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,610 | $5,166-68.8% | $4,608-65.1% | $4,866-66.9% |
| Participant deferral / active EE | $3,483 | $6,423-45.8% | $6,026-42.2% | $5,352-34.9% |
| Admin fee / account holder | $17,204 | $9,516+80.8% | $8,175+110.4% | $9,540+80.3% |