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 | $19,229 | $82,286-76.6% | $68,791-72.0% | $134,475-85.7% |
| Participation rate | 58.8% | 75.1%-16.2pp | 69.0%-10.2pp | 81.2%-22.4pp |
| Annual return | -18.30% | -2.19%-16.1pp | -6.38%-11.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,213 | $3,301-63.3% | $2,655-54.3% | $4,740-74.4% |
| Participant deferral / active EE | $2,293 | $4,739-51.6% | $3,941-41.8% | $6,400-64.2% |
| Admin fee / account holder | $7,430 | $6,481+14.7% | $4,932+50.7% | $11,426-35.0% |