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 | $29,734 | $73,004-59.3% | $90,749-67.2% | $68,494-56.6% |
| Participation rate | 37.1% | 70.8%-33.7pp | 75.7%-38.5pp | 67.9%-30.7pp |
| Annual return | -16.69% | -13.81%-2.9pp | -12.16%-4.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,169 | $2,193-46.7% | $2,921-60.0% | $2,596-55.0% |
| Participant deferral / active EE | $2,416 | $3,627-33.4% | $4,564-47.1% | $4,027-40.0% |
| Admin fee / account holder | $913 | $5,896-84.5% | $8,445-89.2% | $5,403-83.1% |