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 | $18,422 | $48,265-61.8% | $68,791-73.2% | $68,494-73.1% |
| Participation rate | 43.6% | 60.7%-17.1pp | 69.0%-25.4pp | 67.9%-24.3pp |
| Annual return | -19.07% | -12.71%-6.4pp | -6.38%-12.7pp | -7.84%-11.2pp |
| Employer contribution / active EE | $459 | $1,829-74.9% | $2,655-82.7% | $2,596-82.3% |
| Participant deferral / active EE | $2,072 | $2,867-27.7% | $3,941-47.4% | $4,027-48.6% |
| Admin fee / account holder | $4,572 | $4,355+5.0% | $4,932-7.3% | $5,403-15.4% |