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 | $49,924 | $62,586-20.2% | $76,768-35.0% | $64,186-22.2% |
| Participation rate | 28.6% | 72.8%-44.2pp | 77.0%-48.4pp | 69.6%-41.0pp |
| Annual return | -7.25% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $613 | $1,832-66.6% | $2,485-75.3% | $2,381-74.3% |
| Participant deferral / active EE | $1,525 | $3,145-51.5% | $3,852-60.4% | $3,470-56.1% |
| Admin fee / account holder | $1,369 | $4,667-70.7% | $6,675-79.5% | $4,888-72.0% |