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 | $19,720 | $54,726-64.0% | $68,793-71.3% | $64,186-69.3% |
| Participation rate | 50.0% | 68.0%-18.0pp | 72.2%-22.2pp | 69.6%-19.6pp |
| Annual return | -7.67% | -1.62%-6.1pp | -4.63%-3.0pp | 7.63%-15.3pp |
| Employer contribution / active EE | $572 | $1,846-69.0% | $2,625-78.2% | $2,381-76.0% |
| Participant deferral / active EE | $2,021 | $2,626-23.0% | $3,311-39.0% | $3,470-41.7% |
| Admin fee / account holder | $1,033 | $4,027-74.4% | $5,131-79.9% | $4,888-78.9% |