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 | $36,774 | $95,193-61.4% | $76,523-51.9% | $135,375-72.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -5.92% | 4.85%-10.8pp | -0.27%-5.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $207 | $3,302-93.7% | $2,647-92.2% | $4,779-95.7% |
| Participant deferral / active EE | $731 | $4,639-84.3% | $3,835-81.0% | $5,609-87.0% |
| Admin fee / account holder | $497 | $6,249-92.0% | $4,848-89.7% | $10,827-95.4% |