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 | $56,830 | $73,867-23.1% | $143,757-60.5% | $68,494-17.0% |
| Participation rate | 36.7% | 66.7%-30.0pp | 80.3%-43.6pp | 67.9%-31.2pp |
| Annual return | -6.18% | 1.01%-7.2pp | -0.04%-6.1pp | -7.84%+1.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,055 | $3,384-68.8% | $5,637-81.3% | $4,027-73.8% |
| Admin fee / account holder | $668 | $5,755-88.4% | $14,673-95.4% | $5,403-87.6% |