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 | $31,223 | $73,867-57.7% | $143,757-78.3% | $68,494-54.4% |
| Participation rate | 24.5% | 66.7%-42.2pp | 80.3%-55.8pp | 67.9%-43.4pp |
| Annual return | -13.95% | 1.01%-15.0pp | -0.04%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $701 | $3,184-78.0% | $4,951-85.8% | $2,596-73.0% |
| Participant deferral / active EE | $2,075 | $3,384-38.7% | $5,637-63.2% | $4,027-48.5% |
| Admin fee / account holder | $1,748 | $5,755-69.6% | $14,673-88.1% | $5,403-67.6% |