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 | $27,477 | $32,117-14.4% | $71,086-61.3% | $64,186-57.2% |
| Participation rate | 27.6% | 42.7%-15.1pp | 54.7%-27.1pp | 69.6%-42.0pp |
| Annual return | -5.83% | -5.57%-0.3pp | 650.59%-656.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $206 | $712-71.1% | $1,088-81.1% | $2,381-91.4% |
| Participant deferral / active EE | $758 | $1,263-40.0% | $1,874-59.5% | $3,470-78.1% |
| Admin fee / account holder | $1,291 | $2,759-53.2% | $3,082-58.1% | $4,888-73.6% |