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 | $31,801 | $43,327-26.6% | $59,878-46.9% | $64,186-50.5% |
| Participation rate | 52.9% | 69.2%-16.2pp | 74.7%-21.8pp | 69.6%-16.6pp |
| Annual return | -6.66% | -1.55%-5.1pp | 3.46%-10.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,059 | $2,546-58.4% | $3,402-68.9% | $3,470-69.5% |
| Admin fee / account holder | $11,313 | $3,005+276.5% | $3,590+215.1% | $4,888+131.4% |