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 | $30,682 | $54,726-43.9% | $68,793-55.4% | $64,186-52.2% |
| Participation rate | 30.0% | 68.0%-38.0pp | 72.2%-42.2pp | 69.6%-39.6pp |
| Annual return | -2.54% | -1.62%-0.9pp | -4.63%+2.1pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,013 | $2,626-61.4% | $3,311-69.4% | $3,470-70.8% |
| Admin fee / account holder | $22,231 | $4,027+452.1% | $5,131+333.3% | $4,888+354.8% |