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 | $18,260 | $57,354-68.2% | $83,848-78.2% | $64,186-71.6% |
| Participation rate | 39.0% | 68.6%-29.6pp | 76.1%-37.1pp | 69.6%-30.5pp |
| Annual return | -6.13% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $726 | $2,545-71.5% | $3,631-80.0% | $2,381-69.5% |
| Participant deferral / active EE | $1,224 | $2,993-59.1% | $4,082-70.0% | $3,470-64.7% |
| Admin fee / account holder | $5,253 | $4,046+29.8% | $5,478-4.1% | $4,888+7.5% |