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 | $21,457 | $30,732-30.2% | $59,496-63.9% | $59,632-64.0% |
| Participation rate | 44.3% | 43.2%+1.1pp | 54.6%-10.3pp | 68.7%-24.4pp |
| Annual return | -0.99% | 4.47%-5.5pp | 182.05%-183.0pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $150 | $631-76.2% | $1,153-87.0% | $2,203-93.2% |
| Participant deferral / active EE | $715 | $1,183-39.6% | $1,829-60.9% | $3,192-77.6% |
| Admin fee / account holder | $1,075 | $2,136-49.7% | $2,232-51.8% | $4,297-75.0% |