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 | $30,024 | $49,177-38.9% | $79,464-62.2% | $64,186-53.2% |
| Participation rate | 57.6% | 65.0%-7.5pp | 73.3%-15.8pp | 69.6%-12.0pp |
| Annual return | -2.68% | -1.16%-1.5pp | 718.14%-720.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $795 | $2,076-61.7% | $2,800-71.6% | $2,381-66.6% |
| Participant deferral / active EE | $1,263 | $2,821-55.2% | $3,704-65.9% | $3,470-63.6% |
| Admin fee / account holder | $5,848 | $3,839+52.3% | $5,113+14.4% | $4,888+19.6% |