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 | $32,511 | $73,867-56.0% | $143,757-77.4% | $68,494-52.5% |
| Participation rate | 34.5% | 66.7%-32.2pp | 80.3%-45.8pp | 67.9%-33.4pp |
| Annual return | -12.50% | 1.01%-13.5pp | -0.04%-12.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $638 | $3,184-80.0% | $4,951-87.1% | $2,596-75.4% |
| Participant deferral / active EE | $1,467 | $3,384-56.7% | $5,637-74.0% | $4,027-63.6% |
| Admin fee / account holder | $2,015 | $5,755-65.0% | $14,673-86.3% | $5,403-62.7% |