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 | $41,107 | $73,867-44.3% | $143,757-71.4% | $68,494-40.0% |
| Participation rate | 18.0% | 66.7%-48.6pp | 80.3%-62.3pp | 67.9%-49.9pp |
| Annual return | -18.48% | 1.01%-19.5pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $412 | $3,184-87.0% | $4,951-91.7% | $2,596-84.1% |
| Participant deferral / active EE | $968 | $3,384-71.4% | $5,637-82.8% | $4,027-76.0% |
| Admin fee / account holder | $551 | $5,755-90.4% | $14,673-96.2% | $5,403-89.8% |