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 | $30,986 | $105,860-70.7% | $90,749-65.9% | $134,475-77.0% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -19.51% | -11.01%-8.5pp | -12.16%-7.3pp | 417.96%-437.5pp |
| Employer contribution / active EE | $775 | $3,462-77.6% | $2,921-73.5% | $4,740-83.6% |
| Participant deferral / active EE | $3,388 | $5,216-35.0% | $4,564-25.8% | $6,400-47.1% |
| Admin fee / account holder | $5,518 | $13,938-60.4% | $8,445-34.7% | $11,426-51.7% |