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 9-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 | $17,635 | $46,674-62.2% | $117,472-85.0% | $68,494-74.3% |
| Participation rate | 52.3% | 56.8%-4.5pp | 70.6%-18.3pp | 67.9%-15.6pp |
| Annual return | -18.30% | -14.52%-3.8pp | 29.74%-48.0pp | -7.84%-10.5pp |
| Employer contribution / active EE | $615 | $1,505-59.1% | $4,176-85.3% | $2,596-76.3% |
| Participant deferral / active EE | $1,911 | $2,636-27.5% | $4,070-53.1% | $4,027-52.6% |
| Admin fee / account holder | $872 | $4,020-78.3% | $5,645-84.5% | $5,403-83.9% |