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 | $23,577 | $84,527-72.1% | $67,711-65.2% | $125,391-81.2% |
| Participation rate | 68.2% | 74.8%-6.6pp | 67.5%+0.7pp | 83.2%-15.0pp |
| Annual return | -3.58% | 2.57%-6.2pp | 25.41%-29.0pp | 282.22%-285.8pp |
| Employer contribution / active EE | $1,384 | $3,292-58.0% | $2,559-45.9% | $4,866-71.6% |
| Participant deferral / active EE | $5,047 | $4,429+13.9% | $3,585+40.8% | $5,352-5.7% |
| Admin fee / account holder | $398 | $5,340-92.5% | $4,255-90.6% | $9,540-95.8% |