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 | $12,059 | $73,867-83.7% | $143,757-91.6% | $68,494-82.4% |
| Participation rate | 50.7% | 66.7%-15.9pp | 80.3%-29.6pp | 67.9%-17.1pp |
| Annual return | -15.45% | 1.01%-16.5pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $405 | $3,184-87.3% | $4,951-91.8% | $2,596-84.4% |
| Participant deferral / active EE | $1,189 | $3,384-64.9% | $5,637-78.9% | $4,027-70.5% |
| Admin fee / account holder | $2,865 | $5,755-50.2% | $14,673-80.5% | $5,403-47.0% |