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 | $23,506 | $42,894-45.2% | $60,874-61.4% | $68,494-65.7% |
| Participation rate | 20.6% | 66.8%-46.2pp | 73.1%-52.5pp | 67.9%-47.3pp |
| Annual return | -15.89% | -13.98%-1.9pp | 16.90%-32.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $884 | $2,867-69.2% | $3,817-76.8% | $4,027-78.1% |
| Admin fee / account holder | $711 | $3,101-77.1% | $3,224-78.0% | $5,403-86.8% |