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 | $30,343 | $42,894-29.3% | $60,874-50.2% | $68,494-55.7% |
| Participation rate | 31.4% | 66.8%-35.4pp | 73.1%-41.7pp | 67.9%-36.5pp |
| Annual return | -4.76% | -13.98%+9.2pp | 16.90%-21.7pp | -7.84%+3.1pp |
| Employer contribution / active EE | $489 | $1,978-75.3% | $2,701-81.9% | $2,596-81.2% |
| Participant deferral / active EE | $1,492 | $2,867-47.9% | $3,817-60.9% | $4,027-62.9% |
| Admin fee / account holder | $29,294 | $3,101+844.8% | $3,224+808.6% | $5,403+442.2% |