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 | $29,058 | $73,867-60.7% | $143,757-79.8% | $68,494-57.6% |
| Participation rate | 41.3% | 66.7%-25.4pp | 80.3%-39.0pp | 67.9%-26.6pp |
| Annual return | -12.99% | 1.01%-14.0pp | -0.04%-12.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $465 | $3,184-85.4% | $4,951-90.6% | $2,596-82.1% |
| Participant deferral / active EE | $1,353 | $3,384-60.0% | $5,637-76.0% | $4,027-66.4% |
| Admin fee / account holder | $8,122 | $5,755+41.1% | $14,673-44.6% | $5,403+50.3% |