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 | $22,007 | $54,229-59.4% | $70,092-68.6% | $68,494-67.9% |
| Participation rate | 34.3% | 64.5%-30.2pp | 70.5%-36.1pp | 67.9%-33.6pp |
| Annual return | -14.70% | -13.87%-0.8pp | 190.73%-205.4pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,615 | $2,018-20.0% | $2,559-36.9% | $2,596-37.8% |
| Participant deferral / active EE | $3,510 | $2,956+18.8% | $3,849-8.8% | $4,027-12.8% |
| Admin fee / account holder | $8,202 | $4,694+74.7% | $6,267+30.9% | $5,403+51.8% |