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 | $22,207 | $58,577-62.1% | $83,333-73.4% | $64,186-65.4% |
| Participation rate | 45.0% | 72.0%-27.0pp | 77.8%-32.8pp | 69.6%-24.6pp |
| Annual return | -6.74% | 9.65%-16.4pp | 10.63%-17.4pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,295 | $2,098-38.3% | $3,379-61.7% | $2,381-45.6% |
| Participant deferral / active EE | $2,005 | $4,654-56.9% | $5,565-64.0% | $3,470-42.2% |
| Admin fee / account holder | $1,507 | $9,275-83.8% | $7,510-79.9% | $4,888-69.2% |