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 | $13,568 | $73,867-81.6% | $143,757-90.6% | $68,494-80.2% |
| Participation rate | 47.8% | 66.7%-18.9pp | 80.3%-32.5pp | 67.9%-20.1pp |
| Annual return | -16.29% | 1.01%-17.3pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $516 | $3,184-83.8% | $4,951-89.6% | $2,596-80.1% |
| Participant deferral / active EE | $1,228 | $3,384-63.7% | $5,637-78.2% | $4,027-69.5% |
| Admin fee / account holder | $1,069 | $5,755-81.4% | $14,673-92.7% | $5,403-80.2% |