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 | $12,313 | $95,193-87.1% | $76,523-83.9% | $135,375-90.9% |
| Participation rate | 41.7% | 74.4%-32.7pp | 68.0%-26.3pp | 82.6%-41.0pp |
| Annual return | -6.15% | 4.85%-11.0pp | -0.27%-5.9pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,029 | $3,302-38.6% | $2,647-23.4% | $4,779-57.5% |
| Participant deferral / active EE | $3,846 | $4,639-17.1% | $3,835+0.3% | $5,609-31.4% |
| Admin fee / account holder | $2,985 | $6,249-52.2% | $4,848-38.4% | $10,827-72.4% |