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 | $20,955 | $87,540-76.1% | $75,781-72.3% | $125,391-83.3% |
| Participation rate | 58.3% | 80.2%-21.8pp | 75.8%-17.5pp | 83.2%-24.9pp |
| Annual return | -1.02% | 13.48%-14.5pp | 9.68%-10.7pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,124 | $3,930-71.4% | $3,323-66.2% | $4,866-76.9% |
| Participant deferral / active EE | $2,021 | $4,229-52.2% | $3,651-44.6% | $5,352-62.2% |
| Admin fee / account holder | $459 | $6,502-92.9% | $5,299-91.3% | $9,540-95.2% |