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 | $22,855 | $61,214-62.7% | $83,333-72.6% | $56,287-59.4% |
| Participation rate | 55.2% | 72.6%-17.4pp | 77.8%-22.5pp | 69.9%-14.6pp |
| Annual return | -3.58% | 0.42%-4.0pp | 10.63%-14.2pp | -9.96%+6.4pp |
| Employer contribution / active EE | $323 | $1,925-83.2% | $3,379-90.4% | $2,111-84.7% |
| Participant deferral / active EE | $3,540 | $5,091-30.5% | $5,565-36.4% | $3,350+5.7% |
| Admin fee / account holder | $5,205 | $512+917.5% | $7,510-30.7% | $521+899.2% |