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 | $16,519 | $49,280-66.5% | $67,313-75.5% | $64,186-74.3% |
| Participation rate | 55.2% | 60.8%-5.6pp | 69.1%-13.9pp | 69.6%-14.4pp |
| Annual return | -7.55% | -1.39%-6.2pp | -4.08%-3.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,238 | $1,668-25.8% | $2,566-51.8% | $2,381-48.0% |
| Participant deferral / active EE | $4,371 | $2,484+75.9% | $3,568+22.5% | $3,470+26.0% |
| Admin fee / account holder | $1,571 | $3,863-59.3% | $4,507-65.1% | $4,888-67.9% |