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 | $30,209 | $73,867-59.1% | $143,757-79.0% | $68,494-55.9% |
| Participation rate | 56.7% | 66.7%-10.0pp | 80.3%-23.6pp | 67.9%-11.2pp |
| Annual return | -19.14% | 1.01%-20.1pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,117 | $3,184-33.5% | $4,951-57.2% | $2,596-18.4% |
| Participant deferral / active EE | $3,189 | $3,384-5.8% | $5,637-43.4% | $4,027-20.8% |
| Admin fee / account holder | $458 | $5,755-92.0% | $14,673-96.9% | $5,403-91.5% |