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 | $32,988 | $73,004-54.8% | $90,749-63.6% | $68,494-51.8% |
| Participation rate | 67.0% | 70.8%-3.8pp | 75.7%-8.7pp | 67.9%-0.9pp |
| Annual return | -13.22% | -13.81%+0.6pp | -12.16%-1.1pp | -7.84%-5.4pp |
| Employer contribution / active EE | $836 | $2,193-61.9% | $2,921-71.4% | $2,596-67.8% |
| Participant deferral / active EE | $2,866 | $3,627-21.0% | $4,564-37.2% | $4,027-28.8% |
| Admin fee / account holder | $13,469 | $5,896+128.5% | $8,445+59.5% | $5,403+149.3% |