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 | $19,127 | $42,383-54.9% | $76,523-75.0% | $64,186-70.2% |
| Participation rate | 67.6% | 58.1%+9.5pp | 68.0%-0.4pp | 69.6%-1.9pp |
| Annual return | 5.87% | -16.54%+22.4pp | -0.27%+6.1pp | 7.63%-1.8pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,306 | $2,566-49.1% | $3,835-66.0% | $3,470-62.4% |
| Admin fee / account holder | $3,346 | $3,198+4.6% | $4,848-31.0% | $4,888-31.5% |