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 | $20,704 | $43,327-52.2% | $59,878-65.4% | $64,186-67.7% |
| Participation rate | 22.6% | 69.2%-46.6pp | 74.7%-52.1pp | 69.6%-47.0pp |
| Annual return | -6.00% | -1.55%-4.4pp | 3.46%-9.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $947 | $2,546-62.8% | $3,402-72.2% | $3,470-72.7% |
| Admin fee / account holder | $6,629 | $3,005+120.6% | $3,590+84.6% | $4,888+35.6% |