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 | $16,889 | $49,280-65.7% | $67,313-74.9% | $64,186-73.7% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.1%-19.1pp | 69.6%-19.6pp |
| Annual return | -6.73% | -1.39%-5.3pp | -4.08%-2.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $777 | $1,668-53.5% | $2,566-69.7% | $2,381-67.4% |
| Participant deferral / active EE | $1,710 | $2,484-31.2% | $3,568-52.1% | $3,470-50.7% |
| Admin fee / account holder | $4,946 | $3,863+28.0% | $4,507+9.7% | $4,888+1.2% |