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 | $30,012 | $54,350-44.8% | $82,719-63.7% | $68,494-56.2% |
| Participation rate | 65.9% | 63.9%+2.0pp | 72.6%-6.6pp | 67.9%-2.0pp |
| Annual return | -18.71% | -13.67%-5.0pp | 701.18%-719.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $803 | $2,218-63.8% | $3,009-73.3% | $2,596-69.1% |
| Participant deferral / active EE | $1,248 | $3,246-61.5% | $4,395-71.6% | $4,027-69.0% |
| Admin fee / account holder | $6,454 | $4,395+46.8% | $5,329+21.1% | $5,403+19.5% |