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 | $30,189 | $42,383-28.8% | $76,523-60.5% | $64,186-53.0% |
| Participation rate | 39.0% | 58.1%-19.1pp | 68.0%-29.0pp | 69.6%-30.5pp |
| Annual return | -7.28% | -16.54%+9.3pp | -0.27%-7.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $836 | $2,566-67.4% | $3,835-78.2% | $3,470-75.9% |
| Admin fee / account holder | $5,839 | $3,198+82.6% | $4,848+20.4% | $4,888+19.4% |