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 | $17,355 | $59,805-71.0% | $79,550-78.2% | $68,494-74.7% |
| Participation rate | 39.3% | 61.1%-21.7pp | 69.5%-30.1pp | 67.9%-28.5pp |
| Annual return | -16.07% | -12.30%-3.8pp | 0.16%-16.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $808 | $1,505-46.3% | $2,413-66.5% | $2,596-68.9% |
| Participant deferral / active EE | $1,636 | $3,024-45.9% | $3,985-58.9% | $4,027-59.4% |
| Admin fee / account holder | $2,145 | $4,835-55.6% | $6,832-68.6% | $5,403-60.3% |