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 | $31,409 | $72,404-56.6% | $110,238-71.5% | $64,186-51.1% |
| Participation rate | 66.2% | 73.3%-7.1pp | 79.8%-13.6pp | 69.6%-3.4pp |
| Annual return | -6.80% | -6.29%-0.5pp | 314.74%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,966 | $2,282-13.8% | $3,826-48.6% | $2,381-17.4% |
| Participant deferral / active EE | $3,347 | $3,469-3.5% | $4,672-28.4% | $3,470-3.5% |
| Admin fee / account holder | $3,661 | $5,664-35.4% | $8,547-57.2% | $4,888-25.1% |