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 | $27,869 | $73,867-62.3% | $143,757-80.6% | $68,494-59.3% |
| Participation rate | 51.6% | 66.7%-15.0pp | 80.3%-28.7pp | 67.9%-16.3pp |
| Annual return | -15.32% | 1.01%-16.3pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,111 | $3,184-65.1% | $4,951-77.6% | $2,596-57.2% |
| Participant deferral / active EE | $3,542 | $3,384+4.7% | $5,637-37.2% | $4,027-12.0% |
| Admin fee / account holder | $1,803 | $5,755-68.7% | $14,673-87.7% | $5,403-66.6% |