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 | $26,105 | $71,883-63.7% | $86,677-69.9% | $68,494-61.9% |
| Participation rate | 59.0% | 72.2%-13.3pp | 76.6%-17.6pp | 67.9%-8.9pp |
| Annual return | -7.43% | 3.52%-11.0pp | 35.91%-43.3pp | -7.84%+0.4pp |
| Employer contribution / active EE | $1,385 | $2,173-36.3% | $2,836-51.2% | $2,596-46.7% |
| Participant deferral / active EE | $3,076 | $3,779-18.6% | $4,656-33.9% | $4,027-23.6% |
| Admin fee / account holder | $1,808 | $6,112-70.4% | $7,493-75.9% | $5,403-66.5% |