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 | $24,386 | $64,707-62.3% | $112,228-78.3% | $68,494-64.4% |
| Participation rate | 46.5% | 67.2%-20.6pp | 75.1%-28.5pp | 67.9%-21.4pp |
| Annual return | -15.89% | -11.40%-4.5pp | 27.45%-43.3pp | -7.84%-8.0pp |
| Employer contribution / active EE | $894 | $2,746-67.4% | $3,635-75.4% | $2,596-65.6% |
| Participant deferral / active EE | $2,669 | $3,565-25.1% | $4,728-43.5% | $4,027-33.7% |
| Admin fee / account holder | $548 | $5,232-89.5% | $6,410-91.5% | $5,403-89.9% |