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 | $25,096 | $64,707-61.2% | $112,228-77.6% | $68,494-63.4% |
| Participation rate | 28.9% | 67.2%-38.2pp | 75.1%-46.1pp | 67.9%-38.9pp |
| Annual return | -17.71% | -11.40%-6.3pp | 27.45%-45.2pp | -7.84%-9.9pp |
| Employer contribution / active EE | $858 | $2,746-68.8% | $3,635-76.4% | $2,596-67.0% |
| Participant deferral / active EE | $1,739 | $3,565-51.2% | $4,728-63.2% | $4,027-56.8% |
| Admin fee / account holder | $1,488 | $5,232-71.6% | $6,410-76.8% | $5,403-72.5% |