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 | $30,039 | $56,484-46.8% | $169,463-82.3% | $64,186-53.2% |
| Participation rate | 32.6% | 64.5%-31.9pp | 77.8%-45.2pp | 69.6%-36.9pp |
| Annual return | -6.15% | -1.55%-4.6pp | 1.83%-8.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $733 | $1,832-60.0% | $4,159-82.4% | $2,381-69.2% |
| Participant deferral / active EE | $1,330 | $3,448-61.4% | $5,277-74.8% | $3,470-61.7% |
| Admin fee / account holder | $3,952 | $4,174-5.3% | $9,109-56.6% | $4,888-19.2% |