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 | $36,796 | $147,167-75.0% | $111,392-67.0% | $135,375-72.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 78.9%-12.2pp | 82.6%-16.0pp |
| Annual return | -7.86% | -4.44%-3.4pp | -2.06%-5.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,928 | $5,204-43.7% | $4,328-32.3% | $4,779-38.7% |
| Participant deferral / active EE | $4,834 | $6,565-26.4% | $5,567-13.2% | $5,609-13.8% |
| Admin fee / account holder | $3,033 | $20,270-85.0% | $12,266-75.3% | $10,827-72.0% |