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 | $30,669 | $73,867-58.5% | $143,757-78.7% | $68,494-55.2% |
| Participation rate | 48.9% | 66.7%-17.8pp | 80.3%-31.4pp | 67.9%-19.0pp |
| Annual return | -12.16% | 1.01%-13.2pp | -0.04%-12.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $888 | $3,184-72.1% | $4,951-82.1% | $2,596-65.8% |
| Participant deferral / active EE | $1,692 | $3,384-50.0% | $5,637-70.0% | $4,027-58.0% |
| Admin fee / account holder | $404 | $5,755-93.0% | $14,673-97.2% | $5,403-92.5% |