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 | $30,660 | $95,862-68.0% | $79,550-61.5% | $134,475-77.2% |
| Participation rate | 65.0% | 75.0%-10.0pp | 69.5%-4.5pp | 81.2%-16.2pp |
| Annual return | -9.18% | -2.69%-6.5pp | 0.16%-9.3pp | 417.96%-427.1pp |
| Employer contribution / active EE | $1,120 | $3,128-64.2% | $2,413-53.6% | $4,740-76.4% |
| Participant deferral / active EE | $1,534 | $4,693-67.3% | $3,985-61.5% | $6,400-76.0% |
| Admin fee / account holder | $3,173 | $9,126-65.2% | $6,832-53.6% | $11,426-72.2% |