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 | $26,162 | $84,527-69.0% | $67,711-61.4% | $125,391-79.1% |
| Participation rate | 22.2% | 74.8%-52.6pp | 67.5%-45.3pp | 83.2%-61.0pp |
| Annual return | -1.33% | 2.57%-3.9pp | 25.41%-26.7pp | 282.22%-283.6pp |
| Employer contribution / active EE | $501 | $3,292-84.8% | $2,559-80.4% | $4,866-89.7% |
| Participant deferral / active EE | $2,047 | $4,429-53.8% | $3,585-42.9% | $5,352-61.7% |
| Admin fee / account holder | $14,318 | $5,340+168.1% | $4,255+236.5% | $9,540+50.1% |