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 | $30,626 | $57,354-46.6% | $83,848-63.5% | $64,186-52.3% |
| Participation rate | 20.4% | 68.6%-48.2pp | 76.1%-55.7pp | 69.6%-49.2pp |
| Annual return | -6.71% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $688 | $2,545-73.0% | $3,631-81.1% | $2,381-71.1% |
| Participant deferral / active EE | $1,546 | $2,993-48.3% | $4,082-62.1% | $3,470-55.4% |
| Admin fee / account holder | $6,409 | $4,046+58.4% | $5,478+17.0% | $4,888+31.1% |