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 | $23,099 | $46,674-50.5% | $117,472-80.3% | $68,494-66.3% |
| Participation rate | 40.4% | 56.8%-16.4pp | 70.6%-30.2pp | 67.9%-27.5pp |
| Annual return | -17.40% | -14.52%-2.9pp | 29.74%-47.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $942 | $1,505-37.4% | $4,176-77.5% | $2,596-63.7% |
| Participant deferral / active EE | $2,285 | $2,636-13.3% | $4,070-43.9% | $4,027-43.3% |
| Admin fee / account holder | $1,497 | $4,020-62.8% | $5,645-73.5% | $5,403-72.3% |