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 | $33,075 | $158,817-79.2% | $121,196-72.7% | $135,375-75.6% |
| Participation rate | 30.8% | 79.3%-48.5pp | 71.7%-41.0pp | 82.6%-51.9pp |
| Annual return | -8.20% | -0.64%-7.6pp | 16.93%-25.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $179 | $5,665-96.8% | $4,022-95.6% | $4,779-96.3% |
| Participant deferral / active EE | $1,304 | $4,005-67.4% | $3,344-61.0% | $5,609-76.8% |
| Admin fee / account holder | $3,483 | $6,512-46.5% | $5,019-30.6% | $10,827-67.8% |