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 | $33,734 | $49,177-31.4% | $79,464-57.5% | $64,186-47.4% |
| Participation rate | 21.4% | 65.0%-43.6pp | 73.3%-51.9pp | 69.6%-48.1pp |
| Annual return | -7.69% | -1.16%-6.5pp | 718.14%-725.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $631 | $2,076-69.6% | $2,800-77.5% | $2,381-73.5% |
| Participant deferral / active EE | $2,053 | $2,821-27.2% | $3,704-44.6% | $3,470-40.8% |
| Admin fee / account holder | $12,473 | $3,839+224.9% | $5,113+143.9% | $4,888+155.2% |