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 | $18,651 | $73,867-74.8% | $143,757-87.0% | $68,494-72.8% |
| Participation rate | 61.8% | 66.7%-4.8pp | 80.3%-18.5pp | 67.9%-6.1pp |
| Annual return | -16.25% | 1.01%-17.3pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $807 | $3,184-74.7% | $4,951-83.7% | $2,596-68.9% |
| Participant deferral / active EE | $2,190 | $3,384-35.3% | $5,637-61.1% | $4,027-45.6% |
| Admin fee / account holder | $12,056 | $5,755+109.5% | $14,673-17.8% | $5,403+123.1% |