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 | $27,651 | $64,839-57.4% | $95,585-71.1% | $84,808-67.4% |
| Participation rate | 41.3% | 63.8%-22.5pp | 72.1%-30.8pp | 68.3%-27.0pp |
| Annual return | 14.52% | -670.96%+685.5pp | 38.56%-24.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,354 | $1,759-23.0% | $2,527-46.4% | $2,631-48.5% |
| Participant deferral / active EE | $2,012 | $2,965-32.1% | $4,023-50.0% | $4,212-52.2% |
| Admin fee / account holder | $19,708 | $5,964+230.4% | $6,127+221.6% | $7,344+168.4% |