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 | $15,925 | $43,327-63.2% | $59,878-73.4% | $64,186-75.2% |
| Participation rate | 31.7% | 69.2%-37.5pp | 74.7%-43.0pp | 69.6%-37.9pp |
| Annual return | -6.62% | -1.55%-5.1pp | 3.46%-10.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $849 | $2,028-58.2% | $2,722-68.8% | $2,381-64.4% |
| Participant deferral / active EE | $1,541 | $2,546-39.5% | $3,402-54.7% | $3,470-55.6% |
| Admin fee / account holder | $4,847 | $3,005+61.3% | $3,590+35.0% | $4,888-0.8% |