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 | $35,064 | $73,867-52.5% | $143,757-75.6% | $68,494-48.8% |
| Participation rate | 47.7% | 66.7%-18.9pp | 80.3%-32.6pp | 67.9%-20.2pp |
| Annual return | -15.47% | 1.01%-16.5pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $821 | $3,184-74.2% | $4,951-83.4% | $2,596-68.4% |
| Participant deferral / active EE | $1,240 | $3,384-63.4% | $5,637-78.0% | $4,027-69.2% |
| Admin fee / account holder | $7,250 | $5,755+26.0% | $14,673-50.6% | $5,403+34.2% |