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 9-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 | $23,696 | $73,867-67.9% | $143,757-83.5% | $68,494-65.4% |
| Participation rate | 23.8% | 66.7%-42.8pp | 80.3%-56.5pp | 67.9%-44.1pp |
| Annual return | -18.52% | 1.01%-19.5pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $524 | $3,184-83.6% | $4,951-89.4% | $2,596-79.8% |
| Participant deferral / active EE | $1,280 | $3,384-62.2% | $5,637-77.3% | $4,027-68.2% |
| Admin fee / account holder | $766 | $5,755-86.7% | $14,673-94.8% | $5,403-85.8% |