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 | $27,177 | $73,867-63.2% | $143,757-81.1% | $68,494-60.3% |
| Participation rate | 54.7% | 66.7%-11.9pp | 80.3%-25.6pp | 67.9%-13.2pp |
| Annual return | -18.73% | 1.01%-19.7pp | -0.04%-18.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,633 | $3,184-48.7% | $4,951-67.0% | $2,596-37.1% |
| Participant deferral / active EE | $3,589 | $3,384+6.1% | $5,637-36.3% | $4,027-10.9% |
| Admin fee / account holder | $3,987 | $5,755-30.7% | $14,673-72.8% | $5,403-26.2% |