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 | $30,909 | $107,791-71.3% | $90,645-65.9% | $135,375-77.2% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.0%-14.0pp | 82.6%-22.6pp |
| Annual return | -6.85% | -0.90%-5.9pp | 1.88%-8.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $584 | $3,018-80.7% | $2,532-76.9% | $4,779-87.8% |
| Participant deferral / active EE | $746 | $3,872-80.7% | $3,425-78.2% | $5,609-86.7% |
| Admin fee / account holder | $1,182 | $5,930-80.1% | $4,994-76.3% | $10,827-89.1% |