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 | $25,085 | $81,900-69.4% | $119,609-79.0% | $68,494-63.4% |
| Participation rate | 37.5% | 71.9%-34.4pp | 79.3%-41.8pp | 67.9%-30.4pp |
| Annual return | -15.57% | -23.82%+8.3pp | -14.97%-0.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $746 | $2,693-72.3% | $4,232-82.4% | $2,596-71.3% |
| Participant deferral / active EE | $3,373 | $4,148-18.7% | $5,602-39.8% | $4,027-16.3% |
| Admin fee / account holder | $11,724 | $6,582+78.1% | $10,323+13.6% | $5,403+117.0% |