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 | $28,905 | $49,280-41.3% | $67,313-57.1% | $64,186-55.0% |
| Participation rate | 62.3% | 60.8%+1.5pp | 69.1%-6.8pp | 69.6%-7.3pp |
| Annual return | -6.88% | -1.39%-5.5pp | -4.08%-2.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $922 | $2,484-62.9% | $3,568-74.2% | $3,470-73.4% |
| Admin fee / account holder | $2,925 | $3,863-24.3% | $4,507-35.1% | $4,888-40.2% |