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 | $31,162 | $60,989-48.9% | $60,874-48.8% | $66,914-53.4% |
| Participation rate | 57.5% | 74.5%-16.9pp | 73.1%-15.6pp | 69.8%-12.3pp |
| Annual return | -16.53% | -9.60%-6.9pp | 16.90%-33.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,038 | $2,661-23.4% | $2,701-24.6% | $2,544-19.9% |
| Participant deferral / active EE | $3,399 | $3,615-6.0% | $3,817-10.9% | $4,237-19.8% |
| Admin fee / account holder | $2,542 | $338+651.0% | $3,224-21.2% | $593+328.5% |