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 | $22,523 | $69,010-67.4% | $159,960-85.9% | $68,494-67.1% |
| Participation rate | 67.5% | 65.4%+2.1pp | 78.0%-10.5pp | 67.9%-0.4pp |
| Annual return | -18.14% | -9.65%-8.5pp | 408.60%-426.7pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,076 | $2,213-6.2% | $4,226-50.9% | $2,596-20.1% |
| Participant deferral / active EE | $2,551 | $4,212-39.4% | $6,182-58.7% | $4,027-36.7% |
| Admin fee / account holder | $1,271 | $4,798-73.5% | $8,698-85.4% | $5,403-76.5% |