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 | $25,706 | $73,867-65.2% | $143,757-82.1% | $68,494-62.5% |
| Participation rate | 63.0% | 66.7%-3.7pp | 80.3%-17.3pp | 67.9%-4.9pp |
| Annual return | -17.25% | 1.01%-18.3pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $518 | $3,184-83.7% | $4,951-89.5% | $2,596-80.1% |
| Participant deferral / active EE | $2,367 | $3,384-30.1% | $5,637-58.0% | $4,027-41.2% |
| Admin fee / account holder | $2,471 | $5,755-57.1% | $14,673-83.2% | $5,403-54.3% |