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 | $35,523 | $73,867-51.9% | $143,757-75.3% | $68,494-48.1% |
| Participation rate | 53.7% | 66.7%-13.0pp | 80.3%-26.6pp | 67.9%-14.2pp |
| Annual return | -15.59% | 1.01%-16.6pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $833 | $3,184-73.8% | $4,951-83.2% | $2,596-67.9% |
| Participant deferral / active EE | $1,094 | $3,384-67.7% | $5,637-80.6% | $4,027-72.8% |
| Admin fee / account holder | $6,781 | $5,755+17.8% | $14,673-53.8% | $5,403+25.5% |