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 | $21,333 | $129,942-83.6% | $104,294-79.5% | $134,475-84.1% |
| Participation rate | 33.3% | 79.5%-46.2pp | 73.3%-39.9pp | 81.2%-47.9pp |
| Annual return | -18.69% | 42.03%-60.7pp | 24.61%-43.3pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,864 | $4,184-55.5% | $3,372-44.7% | $4,740-60.7% |
| Participant deferral / active EE | $3,727 | $5,588-33.3% | $4,625-19.4% | $6,400-41.8% |
| Admin fee / account holder | $3,233 | $9,323-65.3% | $7,339-56.0% | $11,426-71.7% |