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 | $15,580 | $95,193-83.6% | $76,523-79.6% | $135,375-88.5% |
| Participation rate | 40.0% | 74.4%-34.4pp | 68.0%-28.0pp | 82.6%-42.6pp |
| Annual return | -3.44% | 4.85%-8.3pp | -0.27%-3.2pp | 519.73%-523.2pp |
| Employer contribution / active EE | $683 | $3,302-79.3% | $2,647-74.2% | $4,779-85.7% |
| Participant deferral / active EE | $1,153 | $4,639-75.1% | $3,835-69.9% | $5,609-79.4% |
| Admin fee / account holder | $1,241 | $6,249-80.1% | $4,848-74.4% | $10,827-88.5% |