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 6-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 | $25,573 | $46,674-45.2% | $117,472-78.2% | $68,494-62.7% |
| Participation rate | 28.2% | 56.8%-28.6pp | 70.6%-42.4pp | 67.9%-39.7pp |
| Annual return | -14.47% | -14.52%+0.1pp | 29.74%-44.2pp | -7.84%-6.6pp |
| Employer contribution / active EE | $535 | $1,505-64.5% | $4,176-87.2% | $2,596-79.4% |
| Participant deferral / active EE | $2,523 | $2,636-4.3% | $4,070-38.0% | $4,027-37.4% |
| Admin fee / account holder | $3,888 | $4,020-3.3% | $5,645-31.1% | $5,403-28.0% |