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 | $32,621 | $56,357-42.1% | $104,294-68.7% | $68,494-52.4% |
| Participation rate | 66.0% | 63.3%+2.7pp | 73.3%-7.3pp | 67.9%-1.9pp |
| Annual return | -7.91% | -9.19%+1.3pp | 24.61%-32.5pp | -7.84%-0.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,916 | $3,077-5.3% | $4,625-37.0% | $4,027-27.6% |
| Admin fee / account holder | $1,519 | $4,903-69.0% | $7,339-79.3% | $5,403-71.9% |