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 | $23,838 | $42,383-43.8% | $76,523-68.8% | $64,186-62.9% |
| Participation rate | 33.3% | 58.1%-24.8pp | 68.0%-34.7pp | 69.6%-36.2pp |
| Annual return | -6.67% | -16.54%+9.9pp | -0.27%-6.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,353 | $2,566-47.3% | $3,835-64.7% | $3,470-61.0% |
| Admin fee / account holder | $11,596 | $3,198+262.6% | $4,848+139.2% | $4,888+137.2% |