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 | $14,535 | $45,863-68.3% | $77,024-81.1% | $68,494-78.8% |
| Participation rate | 46.2% | 55.9%-9.8pp | 67.9%-21.8pp | 67.9%-21.7pp |
| Annual return | -0.63% | 1.72%-2.3pp | 42.32%-42.9pp | -7.84%+7.2pp |
| Employer contribution / active EE | $944 | $1,650-42.8% | $2,812-66.4% | $2,596-63.7% |
| Participant deferral / active EE | $1,093 | $2,962-63.1% | $4,426-75.3% | $4,027-72.9% |
| Admin fee / account holder | $388 | $3,041-87.2% | $5,425-92.9% | $5,403-92.8% |