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 | $28,762 | $107,791-73.3% | $90,645-68.3% | $135,375-78.8% |
| Participation rate | 68.4% | 78.0%-9.6pp | 74.0%-5.6pp | 82.6%-14.2pp |
| Annual return | -7.36% | -0.90%-6.5pp | 1.88%-9.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $671 | $3,018-77.8% | $2,532-73.5% | $4,779-86.0% |
| Participant deferral / active EE | $2,896 | $3,872-25.2% | $3,425-15.4% | $5,609-48.4% |
| Admin fee / account holder | $3,281 | $5,930-44.7% | $4,994-34.3% | $10,827-69.7% |