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 | $35,761 | $59,805-40.2% | $79,550-55.0% | $68,494-47.8% |
| Participation rate | 12.9% | 61.1%-48.2pp | 69.5%-56.6pp | 67.9%-55.0pp |
| Annual return | -15.60% | -12.30%-3.3pp | 0.16%-15.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $881 | $1,505-41.4% | $2,413-63.5% | $2,596-66.1% |
| Participant deferral / active EE | $5,841 | $3,024+93.1% | $3,985+46.6% | $4,027+45.0% |
| Admin fee / account holder | $175,500 | $4,835+3530.0% | $6,832+2468.7% | $5,403+3148.3% |