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 | $25,296 | $167,307-84.9% | $143,757-82.4% | $134,475-81.2% |
| Participation rate | 52.4% | 84.8%-32.4pp | 80.3%-27.9pp | 81.2%-28.8pp |
| Annual return | -16.61% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,488 | $5,619-73.5% | $4,951-69.9% | $4,740-68.6% |
| Participant deferral / active EE | $3,559 | $6,446-44.8% | $5,637-36.9% | $6,400-44.4% |
| Admin fee / account holder | $587 | $18,088-96.8% | $14,673-96.0% | $11,426-94.9% |