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 | $33,267 | $73,867-55.0% | $143,757-76.9% | $68,494-51.4% |
| Participation rate | 48.6% | 66.7%-18.1pp | 80.3%-31.7pp | 67.9%-19.3pp |
| Annual return | -16.58% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $717 | $3,184-77.5% | $4,951-85.5% | $2,596-72.4% |
| Participant deferral / active EE | $1,173 | $3,384-65.3% | $5,637-79.2% | $4,027-70.9% |
| Admin fee / account holder | $3,495 | $5,755-39.3% | $14,673-76.2% | $5,403-35.3% |