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 | $25,204 | $64,707-61.0% | $112,228-77.5% | $68,494-63.2% |
| Participation rate | 15.4% | 67.2%-51.8pp | 75.1%-59.7pp | 67.9%-52.5pp |
| Annual return | -11.91% | -11.40%-0.5pp | 27.45%-39.4pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,304 | $2,746-52.5% | $3,635-64.1% | $2,596-49.8% |
| Participant deferral / active EE | $1,665 | $3,565-53.3% | $4,728-64.8% | $4,027-58.7% |
| Admin fee / account holder | $8,697 | $5,232+66.2% | $6,410+35.7% | $5,403+61.0% |