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 | $28,435 | $92,222-69.2% | $76,768-63.0% | $135,375-79.0% |
| Participation rate | 65.0% | 79.8%-14.8pp | 77.0%-12.0pp | 82.6%-17.6pp |
| Annual return | -6.67% | 5.46%-12.1pp | 2.43%-9.1pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,267 | $3,216-60.6% | $2,485-49.0% | $4,779-73.5% |
| Participant deferral / active EE | $2,562 | $4,509-43.2% | $3,852-33.5% | $5,609-54.3% |
| Admin fee / account holder | $1,008 | $10,748-90.6% | $6,675-84.9% | $10,827-90.7% |