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 | $33,881 | $53,162-36.3% | $91,220-62.9% | $68,494-50.5% |
| Participation rate | 54.8% | 63.2%-8.4pp | 73.2%-18.4pp | 67.9%-13.1pp |
| Annual return | -19.81% | -3.14%-16.7pp | 114.01%-133.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $420 | $1,709-75.4% | $2,850-85.2% | $2,596-83.8% |
| Participant deferral / active EE | $3,503 | $2,974+17.8% | $4,234-17.3% | $4,027-13.0% |
| Admin fee / account holder | $2,618 | $4,493-41.7% | $5,420-51.7% | $5,403-51.5% |