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 | $30,740 | $73,867-58.4% | $143,757-78.6% | $68,494-55.1% |
| Participation rate | 42.9% | 66.7%-23.8pp | 80.3%-37.4pp | 67.9%-25.0pp |
| Annual return | -16.25% | 1.01%-17.3pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $745 | $3,184-76.6% | $4,951-84.9% | $2,596-71.3% |
| Participant deferral / active EE | $1,357 | $3,384-59.9% | $5,637-75.9% | $4,027-66.3% |
| Admin fee / account holder | $537 | $5,755-90.7% | $14,673-96.3% | $5,403-90.1% |