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 | $22,103 | $49,177-55.1% | $79,464-72.2% | $64,186-65.6% |
| Participation rate | 58.7% | 65.0%-6.4pp | 73.3%-14.7pp | 69.6%-10.9pp |
| Annual return | -6.41% | -1.16%-5.3pp | 718.14%-724.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $405 | $2,076-80.5% | $2,800-85.5% | $2,381-83.0% |
| Participant deferral / active EE | $940 | $2,821-66.7% | $3,704-74.6% | $3,470-72.9% |
| Admin fee / account holder | $4,770 | $3,839+24.2% | $5,113-6.7% | $4,888-2.4% |