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 | $25,544 | $73,867-65.4% | $143,757-82.2% | $68,494-62.7% |
| Participation rate | 47.6% | 66.7%-19.0pp | 80.3%-32.7pp | 67.9%-20.3pp |
| Annual return | -16.23% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $677 | $3,184-78.7% | $4,951-86.3% | $2,596-73.9% |
| Participant deferral / active EE | $2,120 | $3,384-37.4% | $5,637-62.4% | $4,027-47.4% |
| Admin fee / account holder | $13,419 | $5,755+133.2% | $14,673-8.5% | $5,403+148.4% |