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 | $32,862 | $142,344-76.9% | $119,609-72.5% | $134,475-75.6% |
| Participation rate | 27.3% | 82.8%-55.5pp | 79.3%-52.0pp | 81.2%-53.9pp |
| Annual return | -11.29% | -12.44%+1.2pp | -14.97%+3.7pp | 417.96%-429.3pp |
| Employer contribution / active EE | $1,088 | $5,222-79.2% | $4,232-74.3% | $4,740-77.1% |
| Participant deferral / active EE | $2,301 | $6,469-64.4% | $5,602-58.9% | $6,400-64.0% |
| Admin fee / account holder | $34,984 | $13,584+157.5% | $10,323+238.9% | $11,426+206.2% |