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 | $25,685 | $83,427-69.2% | $115,756-77.8% | $68,494-62.5% |
| Participation rate | 42.7% | 71.9%-29.2pp | 77.1%-34.4pp | 67.9%-25.2pp |
| Annual return | -18.08% | -10.95%-7.1pp | 143.14%-161.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,205 | $3,075-60.8% | $3,793-68.2% | $2,596-53.6% |
| Participant deferral / active EE | $2,679 | $5,355-50.0% | $6,254-57.2% | $4,027-33.5% |
| Admin fee / account holder | $363 | $5,708-93.6% | $8,124-95.5% | $5,403-93.3% |