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 | $31,843 | $73,867-56.9% | $143,757-77.8% | $68,494-53.5% |
| Participation rate | 64.4% | 66.7%-2.3pp | 80.3%-15.9pp | 67.9%-3.5pp |
| Annual return | -14.27% | 1.01%-15.3pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,348 | $3,184-57.6% | $4,951-72.8% | $2,596-48.1% |
| Participant deferral / active EE | $2,078 | $3,384-38.6% | $5,637-63.1% | $4,027-48.4% |
| Admin fee / account holder | $825 | $5,755-85.7% | $14,673-94.4% | $5,403-84.7% |