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 | $24,511 | $42,894-42.9% | $60,874-59.7% | $68,494-64.2% |
| Participation rate | 36.4% | 66.8%-30.4pp | 73.1%-36.7pp | 67.9%-31.5pp |
| Annual return | -18.18% | -13.98%-4.2pp | 16.90%-35.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $395 | $1,978-80.0% | $2,701-85.4% | $2,596-84.8% |
| Participant deferral / active EE | $1,036 | $2,867-63.9% | $3,817-72.9% | $4,027-74.3% |
| Admin fee / account holder | $376 | $3,101-87.9% | $3,224-88.3% | $5,403-93.0% |