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 | $27,030 | $49,177-45.0% | $79,464-66.0% | $64,186-57.9% |
| Participation rate | 60.0% | 65.0%-5.0pp | 73.3%-13.3pp | 69.6%-9.6pp |
| Annual return | -6.72% | -1.16%-5.6pp | 718.14%-724.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,034 | $2,076-50.2% | $2,800-63.1% | $2,381-56.6% |
| Participant deferral / active EE | $4,246 | $2,821+50.5% | $3,704+14.6% | $3,470+22.4% |
| Admin fee / account holder | $3,455 | $3,839-10.0% | $5,113-32.4% | $4,888-29.3% |