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 | $24,163 | $73,867-67.3% | $143,757-83.2% | $68,494-64.7% |
| Participation rate | 53.8% | 66.7%-12.8pp | 80.3%-26.5pp | 67.9%-14.0pp |
| Annual return | -17.29% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,341 | $3,184-57.9% | $4,951-72.9% | $2,596-48.4% |
| Participant deferral / active EE | $2,634 | $3,384-22.2% | $5,637-53.3% | $4,027-34.6% |
| Admin fee / account holder | $3,171 | $5,755-44.9% | $14,673-78.4% | $5,403-41.3% |