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 | $30,857 | $73,867-58.2% | $143,757-78.5% | $68,494-54.9% |
| Participation rate | 48.1% | 66.7%-18.5pp | 80.3%-32.2pp | 67.9%-19.7pp |
| Annual return | -18.89% | 1.01%-19.9pp | -0.04%-18.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $709 | $3,184-77.7% | $4,951-85.7% | $2,596-72.7% |
| Participant deferral / active EE | $2,092 | $3,384-38.2% | $5,637-62.9% | $4,027-48.1% |
| Admin fee / account holder | $704 | $5,755-87.8% | $14,673-95.2% | $5,403-87.0% |