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 | $30,512 | $73,867-58.7% | $143,757-78.8% | $68,494-55.5% |
| Participation rate | 68.9% | 66.7%+2.2pp | 80.3%-11.4pp | 67.9%+1.0pp |
| Annual return | -18.37% | 1.01%-19.4pp | -0.04%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,167 | $3,384-65.5% | $5,637-79.3% | $4,027-71.0% |
| Admin fee / account holder | $3,180 | $5,755-44.7% | $14,673-78.3% | $5,403-41.1% |