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 | $37,243 | $49,177-24.3% | $79,464-53.1% | $64,186-42.0% |
| Participation rate | 27.0% | 65.0%-38.0pp | 73.3%-46.3pp | 69.6%-42.5pp |
| Annual return | -7.36% | -1.16%-6.2pp | 718.14%-725.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $731 | $2,076-64.8% | $2,800-73.9% | $2,381-69.3% |
| Participant deferral / active EE | $1,859 | $2,821-34.1% | $3,704-49.8% | $3,470-46.4% |
| Admin fee / account holder | $1,583 | $3,839-58.8% | $5,113-69.0% | $4,888-67.6% |