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 | $23,433 | $54,726-57.2% | $68,793-65.9% | $64,186-63.5% |
| Participation rate | 52.9% | 68.0%-15.2pp | 72.2%-19.4pp | 69.6%-16.7pp |
| Annual return | -6.49% | -1.62%-4.9pp | -4.63%-1.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,341 | $2,626-49.0% | $3,311-59.5% | $3,470-61.4% |
| Admin fee / account holder | $1,477 | $4,027-63.3% | $5,131-71.2% | $4,888-69.8% |