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 | $29,473 | $64,707-54.5% | $112,228-73.7% | $68,494-57.0% |
| Participation rate | 51.3% | 67.2%-15.9pp | 75.1%-23.8pp | 67.9%-16.6pp |
| Annual return | -13.91% | -11.40%-2.5pp | 27.45%-41.4pp | -7.84%-6.1pp |
| Employer contribution / active EE | $773 | $2,746-71.8% | $3,635-78.7% | $2,596-70.2% |
| Participant deferral / active EE | $1,637 | $3,565-54.1% | $4,728-65.4% | $4,027-59.3% |
| Admin fee / account holder | $2,854 | $5,232-45.4% | $6,410-55.5% | $5,403-47.2% |